Analytics & Reports
BillManager provides visual analytics to help you understand your financial patterns.
Monthly Totals Chart
The main analytics view shows your spending and income trends over time.
Accessing the Chart
- Click the Analytics button in the header
- Or navigate to the Analytics section
What It Shows
- Expenses - Total bills paid per month (red bars)
- Income - Total deposits received per month (green bars)
- Net - Difference between income and expenses
Date Range
Select the time period to analyze:
- Last 3 months
- Last 6 months
- Last 12 months
- Custom date range
Spending Categories
View expenses broken down by account:
| Account | Amount | Percentage |
|---|---|---|
| Utilities | $450 | 25% |
| Subscriptions | $150 | 8% |
| Loans | $1,200 | 67% |
Dashboard Summary
The main dashboard displays key metrics:
This Month
- Bills due this month
- Total expected expenses
- Total expected income
- Projected balance
Upcoming
- Bills due in next 7 days
- Overdue bills requiring attention
- Auto-pay bills scheduled
Export Reports
CSV Export
Export raw data for custom analysis:
- All bills with amounts
- All payments with dates
- Monthly summaries
PDF Reports
Generate formatted reports:
- Monthly expense summary
- Payment history by date range
- Bill list with status
Tips for Financial Insights
- Track Consistently - Record all payments promptly
- Use Accounts - Categorize bills for better breakdown
- Review Monthly - Check the analytics each month
- Set Up All Bills - Include even small recurring charges
- Include Income - Track deposits for complete picture