Reporting

To help you see how your finances are going over time, JXCirrus Finance provides a report on your finances...

To access it, choose Summary from the Menu  menu.

The table will either show you accounts over time, or budgets over time (depending on whether you select "Accounts" or "Budgets" in the Show select).
The graph a the bottom of the screen shows the same information as the table. To show a different Account/Budget in the graph, just click on different rows in the table. You can even click on more than one row (using the Control key when you click) and the graph will show multiple coloured lines for the different accounts.

There are a number of controls at the top of the table that you can use to control how the data is presented.

Breakdown

This lets you decide what time period the system will use for each column in the table.


Breakdown Type Meaning
Yearly to Today This option starts at todays date, and works backwards year by year with each column having 365 days of transactions in it. (The reason this option exists is that if you are part way through a year, then it will look as if your expenses have dropped for this year. If you take the year as ending today, then you won't get that problem).
Yearly by Year This just displays all transactions for each year.
Monthly to Today This option starts at todays date, and works backwards month by month with each column having 1 months transactions in it. (The reason this option exists is that if you are part way through a month, then it will look as if your expenses have dropped for this month. If you take the month as ending on todays date, then you won't get that problem).
Monthly by Month This just displays all transactions for each month.
Weekly Displays transactions for each week.
Daily Displays transactions for each day.

Report Type

This lets you decide what types of transactions to display.


Report Type Meaning
Total This displays the total for all transactions.
Expenses Only This displays expenses only, and will display the expenses as a POSITIVE value (useful if you want to look at an expenses budget, like food, over time).
Income Only This displays income only.

Cumulative

If this is not ticked, then it will display the total of the transactions of that month.

If cumulative is ticked, then it will display the total of the transactions PLUS the total for last month. This is useful for plotting the actual balances for accounts.

Aggregate

This function is useful for displaying the total for groups of budgets. This is easiest to explain with an example:

Lets imagine you want to break down your groceries budgets into a bit more detail. You might want "Supermarket", "Butcher" and "Greengrocer".

If you called these budgets:

(Note: they all start with the same word "Groceries")

If you switch on Aggregate, it will only show you the totals for the 3 different types of groceries, but also the total for "Groceries" (which is the sum of all 3).

Exporting to Spreadsheets

If you want to export the table to a spreadsheet, press the Export button. You will be prompted to save a CSV file (Comma Separated Values), which can be loaded into Microsoft Excel, or other spreadsheets.