Income vs Expense
Guide 30: Income vs Expense Report
Compare money in and money out
Overview
The Income vs Expense report shows your total income against total expenses, revealing whether you're saving or spending more than you earn.
Running the Report
- Go to Reports → Income vs Expense
- Set date range
- Choose Personal / Business / Both to filter which transactions to include
- Click Run
Report View
Bar Chart
Side-by-side comparison of income and expenses by month.
Summary Table
| Month | Income | Expenses | Net |
|---|---|---|---|
| Jan | $5,000 | $4,200 | +$800 |
| Feb | $5,200 | $4,800 | +$400 |
| Mar | $4,800 | $5,100 | -$300 |
Trends
- Average monthly income
- Average monthly expenses
- Savings rate percentage
Personal / Business Filter
Use the Personal / Business / Both toggle to view personal finances, business finances, or your combined picture. Helpful for freelancers tracking income and expenses from multiple sources in one file.
Exporting & Printing
Use the Export button to save the report as PDF or CSV. Select Print Preview to review the layout before sending to a printer.
Use Cases
- Track savings rate over time
- Identify months with deficits
- Plan for irregular income
- Set financial goals
See also: Guide 27: Profit & Loss