About Essential Reports

Essential Reports provide an overview of your spending and income patterns, in basic reports that are easy to interpret and contain the essential financial information most people need. You can see at a glance how much you spent on groceries last month or how much you paid to the plumber. A monthly overview wraps up the important details in one report.

Essential Reports include the following:

To determine whether you're using Advanced or Essential Reports, near the top of the screen, click Reports, and then look for the Essential Reports or Advanced Reports label in the upper-right corner.