Monthly statement

Paper-edge statement-style PDF for any month.

In short

Reports → pick a month → review on screen. Looks like a paper bank statement. Export to PDF when you want to archive or share.

Monthly statement PDF — summary band, allocation bars, annual chartMONTHLY STATEMENTMay 202612 · 9 · 3 · 91%DUE · PAID · OPEN · ON-TIMEHousingUtilitiesSubscriptionsTransportInsuranceHomeWeal · Confidential

What's on the statement

  1. Header — household name, statement number, members listed, issue date.
  2. Summary band — bills due, bills paid, outstanding, on-time rate.
  3. Spending by category — table with allocation bars, sorted by spend.
  4. 12-month chart — annual trajectory with the active month highlighted.
  5. Footer — "HomeWeal · Confidential" + generation timestamp.
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