Reports and net worth

See where your money actually went, how much you kept, and how your net worth has moved.

Open Reports

Tap See reports at the bottom of Home, or go to More → Reports.

This month at a glance

• Income this month and Spending this month.
• Savings rate: the share of this month's income you've kept.
• Avg daily spend: your spending over the last 30 days, divided by 30.

Income vs spending

A chart of the last six months. Green above red means you kept money that month. Tap a month to see how much you kept, or how far over you went.

Weekly spending pace

Your average spending per day for each of the last eight weeks, so you can see whether you're speeding up or slowing down.

Biggest expenses

The eight largest expenses this month.

Net worth over time

Net worth is everything you own minus what you owe, across all your accounts. Investment accounts that track holdings count the value of their holdings.

Trinance saves a snapshot of your net worth each day you open the app, and the Net worth card on Home charts them. Drag across the chart to see a past day. The line under the figure shows how much it has changed since the first snapshot on the chart.