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Analytics & Reports

BillManager provides visual analytics to help you understand your financial patterns.

The Spending Trends chart shows your payment history over time.

Accessing the Chart​

  1. Click the Trends button in the Dashboard sidebar

What It Shows​

The chart displays your financial activity per month, helping you:

  • See spending patterns over time
  • Identify high and low spending months
  • Track payment consistency
  • View income from shared bill payments

Income from Shared Bills​

When you share bills and recipients pay their portion, those payments appear as income in your trends:

  • Green bars show income/deposits (including shared payments received)
  • Red bars show expenses/bills paid
  • Net effect gives you an accurate picture of your actual costs

For example, if you pay $1200 rent but split it with a roommate who pays $600, your trends will show:

  • $1200 expense when you pay rent
  • $600 income when your roommate pays their share
  • Net cost of $600 for the month

Chart Options​

  • Time Range: View last 6 months or 12 months
  • Chart Type: Switch between Bar chart and Line chart

Summary Statistics​

Above the chart, you'll see:

  • Total Spent - Sum of all payments in the selected range
  • Monthly Avg - Average spending per month
  • Highest - Your highest spending month
  • Lowest - Your lowest spending month

Dashboard Summary​

The sidebar displays real-time financial metrics:

Monthly Overview​

Navigate between months to view:

  • Total - Combined paid and remaining amounts
  • Paid - Payments already made this month
  • Remaining - Bills still due this month

Upcoming Bills​

Quick counts for:

  • Overdue - Past due bills requiring attention
  • This Week - Bills due in next 7 days
  • Next Week - Bills due 7-14 days from now
  • Next 21 Days - Bills due within 3 weeks
  • Next 30 Days - Bills due within a month

Click any category to filter your bill list.

Payment History​

Access the complete Payment History from the sidebar:

  1. Click Payment History button
  2. View all recorded payments
  3. Search and filter payments
  4. Export as CSV or PDF

Export Options​

  • CSV - Raw data for spreadsheet analysis
  • PDF - Formatted report for printing or sharing

Tips for Financial Insights​

  1. Track Consistently - Record all payments promptly for accurate trends
  2. Use Accounts - Categorize bills for better organization
  3. Review Monthly - Check the dashboard each month
  4. Set Up All Bills - Include even small recurring charges
  5. Include Income - Track deposits for a complete picture