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View balance over time

Prerequisites​

  • At least one active account with a balance
  • The app has captured at least one daily snapshot (unlock the app on a day when accounts have balances)

Steps​

  1. Open Reports in the left navigation.
  2. Select Balance over time from the report type list.
  3. Confirm the date range — by default it shows Last 3 months. Choose another preset or Custom range if you want a different window. See Choose a report date range.
  4. Optionally narrow Accounts to show only selected accounts. Clear the selection to include all active accounts again.
  5. Read the line chart:
    • Checking, savings, investment, cash, and other accounts appear above the zero line when their balance is positive
    • Credit cards and loans appear below the zero line when you owe money
  6. To keep these filters, choose Save report, enter a name, and confirm.

Snapshots are captured once per calendar day while the app runs or when you unlock. Balances you change today update live account totals immediately; the history chart gains a new point after the next daily snapshot.

Expected result​

  • Each visible account has its own line on the chart
  • Liability balances (credit cards and loans) plot as negative values below zero
  • Asset balances plot as positive values above zero
  • Changing the date range or account filter updates the chart without leaving Reports
  • A range with no snapshots shows a helpful empty state
  • Saving and reopening a report restores the same date range preset and account selection