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Reports & Insights

Sage provides a variety of reports and insights to help you understand your finances:

  • Spending by Category: See where your money goes by category.
  • Spending Over Time: Track your spending trends month-to-month.
  • Net Income Over Time: Monitor your income minus expenses over time.
  • In-Month Budget Tracking: Stay on top of your budget as you spend.
  • 6-Month Budget Statistical Analysis: Analyze your budget performance over the last six months.
  • Net Worth Over Time: Watch your net worth grow (or shrink) over time.

Access these reports from the main dashboard after importing your data and categorizing transactions.