How do the Reports work in Outbank? - iOS-Version / Reports - Outbank Helpdesk

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How do the Reports work in Outbank?

The Reports display multiple reporting cards. Each of them helps you to analyze and understand your finances better: 

  • Budgets: 
    The budgets help you to keep your spending under control and thus save money in the long run. The budgets are grouped by budget recurrence. Each budget group has a separate card in the Reporting. After selecting a budget card, you will find all budgets assigned to the card with the same recurrence settings in an overview. 
  • Savings Goals: 
    Whether you're dreaming of your next vacation, a new car, or a financially secure future, achieving your goals becomes a breeze with Savings Goals. Simply set your savings goals and add appropriate categories and tags. Outbank links your savings goals with your transactions and notifies you at every milestone on the way to your dream. In the Savings Goals card, you can quickly assess your savings progress. The savings goal fields show you how much money you've already saved and how much is still needed to reach your savings target. The progress circle next to each savings goal fills up a bit more with each new transaction. 
  • Assets: 
    The asset management card provides a concise overview of all your assets. The various account types are displayed in a practical, easily understandable pie chart. If you are not satisfied with the automatic account assignment, you can change the account type in the account settings. 
  • Incoming and Outgoing: 
    The 'Incoming' and 'Outgoing' cards show the sum of assigned categories for a predefined period. After selecting a reporting card, the sums are divided into categories (which can be assigned automatically to your transactions based on your own category rules) and displayed in a pie chart. When selecting a category, first the subcategories and then the linked transactions are displayed.
    Through the filter, you can determine which accounts and categories should be included in your report.
  • Developments: 
    The 'developments' show you how your average balance develops in the chosen period. You can directly see how much money you will have at the end of the period e.g. a given month - and adjust your savings, if necessary. With this reporting card, you can also track the development of specific accounts and/or categories over time.
  • Tags: 
    The incoming and outgoing transactions with manually assigned hashtags are displayed in the 'Tags' card as a bar chart. The two-colored bars reflect your income and expenses: green stands for income, and red for expenses. With this reporting card, you can see whether you are spending more than you are earning and how much money you have left on average at the end of the selected period. Through the filter, you can determine which accounts and tags should be included in your report.

Editing Reporting Cards: 

 You decide which reporting cards should be displayed, and in which order. Within each reporting card, you can specify which accounts, budgets or savings goals should be analyzed and which time periods. 

You can add each card type as often as you like, for example to analyze your private and business finances separately or to evaluate different time periods at the same time.  

Only active cards are displayed in the Reports. To edit the reporting cards, head over to ‘Reports’  and select 'Edit' at the top right corner:  

- Under 'Inactive cards' you will see all available card types. To add a new reporting card, simply tap on the red plus sign in front of the card you want to add. 

- If you want to remove a card from your reports, tap on the red minus sign in front of the card and select ‘Delete'. Don’t worry; inactive cards can be added again at any time.  

- To change the order of your reporting cards, tap and hold the icon with the three bars on the right of a card and move it to your preferred position.  

Tap 'Done' at the top right corner to save your changes. 

Exclude Transfers from Category-based Reports: 

Transactions that are being recognized as transfers in the book are not included in the category evaluations. Should you have transfers between your accounts that haven't been recognized as such, assign manually the category 'Transfer' to them to exclude them from the category based reports. 

Each main and subcategory can be excluded from the Reporting ('Edit category' > 'Include in Reporting': OFF).