Report Types
WonderFunds offers three report periods:
- Monthly: Breakdown for a single month
- Yearly: Full year overview with monthly comparisons
- Custom: Any date range you choose
What's in a Report?
Each report includes:
- Income summary: Total income by source and category
- Expense summary: Total expenses by category and subcategory
- Net balance: Income minus expenses
- Category breakdown: Spending per category with percentages
- Trend comparison: How this period compares to the previous one
Export Formats
CSV Export (All Plans)
Export your transactions as a CSV file for use in spreadsheets:
- Includes all transaction fields (date, merchant, amount, category, source, tags)
- Respects your current filters (export only what you see)
- UTF-8 encoded for compatibility with Excel, Google Sheets, etc.
PDF Report (Pro and Expert Plans)
Generate a formatted PDF report:
- Professional layout with charts and tables
- Category breakdown pie chart
- Monthly trend line chart
- Summary statistics
- Ready to print or share
How to Generate a Report
- Go to Reports in the sidebar
- Select the report period (monthly, yearly, or custom)
- Choose the date range
- Click Generate Report for PDF or Export CSV for spreadsheet data