Context
Personal household contextNo organization selected
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Role OWNERTour mode
Context
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Reports
Generate deliverable CSV files with consistent structure and visible export history.
One page values for quick household check in.
Assets and liabilities by account with totals.
Income, spending, and net cash flow for this month.
Category totals for current month activity.
Quick values before export actions.
Most recent report exports in this dataset.
Top category totals for this month.