diff --git a/docs/reports/index.md b/docs/reports/index.md index ca1cbfbf06..ce7839407e 100644 --- a/docs/reports/index.md +++ b/docs/reports/index.md @@ -1,17 +1,47 @@ # 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 you’d 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. diff --git a/static/img/reports/calendar-card.png b/static/img/reports/calendar-card.png new file mode 100644 index 0000000000..f515d191a0 Binary files /dev/null and b/static/img/reports/calendar-card.png differ diff --git a/static/img/reports/cash-flow.png b/static/img/reports/cash-flow.png index 524ffc4836..db7b1b66a4 100644 Binary files a/static/img/reports/cash-flow.png and b/static/img/reports/cash-flow.png differ diff --git a/static/img/reports/net-worth.png b/static/img/reports/net-worth.png index f6335fd491..3206f29577 100644 Binary files a/static/img/reports/net-worth.png and b/static/img/reports/net-worth.png differ diff --git a/static/img/reports/reports-dashboard.png b/static/img/reports/reports-dashboard.png index d5af49a40b..72ea3dd387 100644 Binary files a/static/img/reports/reports-dashboard.png and b/static/img/reports/reports-dashboard.png differ diff --git a/static/img/reports/spending-analysis.png b/static/img/reports/spending-analysis.png new file mode 100644 index 0000000000..1a10112da2 Binary files /dev/null and b/static/img/reports/spending-analysis.png differ diff --git a/static/img/reports/summary-card.png b/static/img/reports/summary-card.png new file mode 100644 index 0000000000..f807f1cfa9 Binary files /dev/null and b/static/img/reports/summary-card.png differ diff --git a/static/img/reports/text-widget.png b/static/img/reports/text-widget.png new file mode 100644 index 0000000000..41ef5dc688 Binary files /dev/null and b/static/img/reports/text-widget.png differ