Read a monthly statement

Read the statement

1. Open Reports and choose the month with the previous/next controls.
2. Check the household name, statement period and issue date.
3. Review Bills due, Bills paid, Expenses, Spent and Outstanding.
4. Read Spending by category and the year-to-date chart to inspect the recorded breakdown.
5. If needed, open Export and choose a format, then check the exported result.

Different time windows

The statement totals cover the selected month. On-time rate · 6 mo summarizes eligible payment punctuality over a six-month window; it is not the paid percentage for just the selected month. Bills and everyday expenses appear separately before the combined Spent total.

If a figure looks incomplete

Check recorded bill periods and expense dates, filters and your household visibility. Estimates and missing records are not confirmed bank transactions. The footer identifies the private ledger; it does not promise a separate timestamp for every action.