Update Reports Documentation (#668)

More reports have been added! 

Update the docs to reflect this.
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Kennedy242
2025-04-22 08:42:38 -06:00
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# Reports
Currently, Actual comes with two built in reports: **net worth** and **cash flow**.
Currently, Actual comes with a few built in reports:
- net worth graph
- cash flow graph
- spending analysis
- text widget
- summary card
- calendar card
![](/static/img/reports/reports-dashboard.png)
## Net Worth
## Net Worth Graph
![](/static/img/reports/net-worth.png)
Net worth shows the balance of all accounts over time. Your net worth is all of your cash and assets minus and debts you owe. Net worth shows the balance of all accounts over time, including all of your investments. Your “net worth” is considered to be the amount youd have if you sold all your assets and paid off as much debt as possible.
## Cash Flow
## Cash Flow Graph
![](/static/img/reports/cash-flow.png)
Cash flow shows your spending over time. It only looks at budgeted accounts and shows their balance over time, and includes separate income and expense visualizations. It's a quick way to see how your income and expenses affected your available money over time. Your budgeted accounts are considered to be “cash on hand,” so this gives you a picture of how available money fluctuates.
## Spending Analysis
![](/static/img/reports/spending-analysis.png)
A spending analysis report tracks and compares expenses over a specified period, highlighting trends, fluctuations, and areas of overspending or savings.
## Text Widget
![](/static/img/reports/text-widget.png)
Use markdown to generate a report.
## Summary Card
![](/static/img/reports/summary-card.png)
The summary card provides an overview of all transactions within a selected time period, offering options such as total sum or monthly average.
## Calendar Card
![](/static/img/reports/calendar-card.png)
The calendar card displays daily income and expenses in a calendar format for a specified time period.

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