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Financial reports

Paisa builds its reports from your journal and the prices available for its commodities. Start with the question you want to answer:

Paisa dashboard summarizing balances, cash flow, expenses, and investments

Question Report
What do my asset accounts hold today? Assets → Balance
How has my net worth changed? Assets → Net Worth
How much did I invest over time? Assets → Investment
Where did I spend money this month or year? Expenses → Monthly or Yearly
How much income and tax did I record? Income
What moved in and out of checking accounts? Cash Flow → Monthly
How do annual flows compare by account? Cash Flow → Yearly
What does the yearly profit-and-loss view show? Cash Flow → Income Statement

Balances and net worth

Asset Balance displays the account hierarchy with market value, cost, and performance where prices are available. Net Worth plots assets, liabilities, and investment performance over a selected period.

Missing or stale prices can affect converted balances and performance figures. Use Commodities and prices to configure price sources and Doctor to find valuation problems.

Income and expenses

Monthly and yearly expense reports group spending through the account hierarchy. The Income report compares monthly income and investment activity, and provides financial-year totals for gross income, net income, and tax.

These reports reflect the account structure and postings in your journal. If a transaction is assigned to the wrong account, fix the journal or use Bulk edit where an account rename is appropriate.

Investment activity

Assets → Investment shows how much money you invested over time, with monthly and financial-year breakdowns. It measures contributions rather than returns.

Cash flow and income statement

Monthly Cash Flow compares income, expenses, investments, tax, and checking balances. Yearly Cash Flow shows annual movement at the selected account depth. The Income Statement presents a yearly profit-and-loss view and a multi-year account comparison.