Search Results for "reporting"

...Users can import bank statements (CSV, OFX, QIF) or integrate via APIs, map transaction categories, and reconcile accounts. The system supports budgeting schedules, repeating transactions, automatic categorization rules, and reporting dashboards to analyze trends over time. For investments, it tracks price history, performance, and holdings, allowing users to see their net worth across accounts and assets. Because of its foundation on solid accounting principles, it supports transfers, splits, credits, and sign conventions accurately. It can be self-hosted, allowing users full control over their financial data, with modular architecture and RESTful APIs so other tools or mobile apps can integrate.

...The application allows users to input transactions manually or import them from CSV files, making it adaptable to different workflows and banking systems. It includes tagging systems for categorizing expenses, enabling detailed analysis of spending habits and financial priorities. Budget also provides reporting tools that generate visual insights such as weekly balances and category breakdowns, helping users understand trends over time. Additional features such as receipt uploads and email summaries enhance usability and provide a more complete financial tracking experience.