[GNC] Reports for Personal Finance
Tom Balazs
tom123online at gmail.com
Tue Dec 5 10:46:56 EST 2023
I finished importing and reconciling months of bank data. Now I want to put
that to good use.
For the case of an individual or a family, what are the most useful reports?
Common advice is that your emergency savings account should hold enough to
cover 6 months of expenses. In order to to do that, I need to know my
average monthly expenses. I guess I can use the Cash Flow report, look at
"Money Out" and divide that by how many months have gone by in the year. Is
there a better way to get average monthly expenses?
I like the Cash Flow report. But I wish I could sort it by amount, high to
low. That would be good to see as a stacked bar chart or a regular bar
chart.
I would like to see a multiple-account balance as a line chart or a bar
chart. In a way that shows me balances over time.
I guess I'm mostly interested in the Income and Expense reports, but also
in Assets and Liabilities.
What reports do you find useful?
Tom
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