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1. Moved _Filtering_ from _Reports & Filters_ to _Accounts & Transactions_ as it's are more natural place to have the filter documentation. 2. Renamed _Reports & Filters_ to just _Reports_ 3. Moved _Schedules_ out of _Budgeting_ to better reflect the sidebar items in the program. 4. Based on feedback from Michael Burnside on Discord, moved the envelope budgeting docs higher up in the menu. What he wrote on Discord: _I think the Envelope Budgeting doc should be moved up in the list. It's important to understand the method and the "Why" first, so that users can make sense of the tool and the "how". I know there's a link at the top of the Starting Fresh article, but people tend to go top to bottom in the contents (if they're reading at all)._ 5. Moved _A Tour of Actual_ out of _Getting started_ as it's marketing and not getting started with the program. 6. Moved _Starting Fresh_ higher up to differentiate between the tech stuff and the why stuff. **There is no change in content - just trying to make the menu a better place to navigate** --------- Co-authored-by: Ruben Olsen Lærk <ruben.olsen@dnb.no>
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Reports
This view give you access to both the two built in reports, Net Worth and Cash Flow, but also your own custom reports.
All reports in this view are shown in their small, tiled, version. Clicking on a tile will take you to that very report.
The built in reports
Net worth represents the overall balance of all your accounts over time. It is calculated by subtracting your debts from the total value of your cash and assets. This includes all investments. Essentially, your net worth is the amount you would have if you sold all your assets and paid off all your debts.
Cash flow tracks your spending over time by focusing solely on budgeted accounts and displaying their balances. It includes separate visualizations for income and expenses, providing a quick overview of how these factors affect your available money over time. By considering your budgeted accounts as “cash on hand,” cash flow clearly shows how your available funds fluctuate.
These reports are detailed in the reports section in the manual.
Custom reports
Actual custom reports should give you all the reports you need on your spending habits and your income and are thoroughly covered in the Custom Reports topic in the manual.
Below are examples of reports covering our Daily Expenses over the last six months. One report shows this as a graph, the other as a table. Note that the table version also shows the sum and average (over six months) for the various categories.
