TroutTrout
FEATURE — 08 · REPORTS

The Monthly

VOL. IV · NO. 04

A monthly accounting of your affairs · Tuesday, April 28, 2026

Four reports, printed fresh every month. Interactive on screen, exportable to PDF, bound to the same ledger that runs your budget.

LEAD · Cash flow, March

You saved $1,240. Up 18% on February.

Dining was the quiet hero this month — down $84 from your 6-month average. Groceries held the line. A one-off annual subscription cost you $120, but the bill for Q1 still closed green.

See your Monthly Exports · PDF · CSV · Link
By the numbers
Income
$6,240
+$240 vs avg
Expenses
$5,000
−$160 vs avg
Saved
$1,240
+$180 vs avg
Net worth
$108,420
new high
§ INSIDE THIS ISSUEFour reports · pages 02 — 05

The four standing columns.

SPENDING · BREAKDOWN

Where the money went.

Every transaction this month, grouped by category. Click a slice to see the receipts behind it.

Spending breakdown donutTOTAL$5.0k
Housing36%$1820
Groceries12%$580
Dining6%$284
Transport7%$340
Subs4%$186
Other36%$1790
INCOME · VS · EXPENSES

Twelve months, side by side.

Green in, red out. The gap between the two is what you saved — or didn't.

Twelve-month income vs expensesAMJJASONDJFM
IncomeExpense
Best month
August · +$1,600 saved
CASH · FLOW

The running tally.

A line for every day of the month, plotting cash on hand as transactions settle.

Daily cash flow this month11531
Lowest
$3009
Highest
$4449
NET · WORTH

The long arc.

Assets minus liabilities, from the day you signed up to this morning.

Net worth, 24-month arc
24 months ago
$42000
Today
$104,824
▲ +$62824 net
§ FILTERS

Slice it however.

Every report takes the same filters. Save a combination as a named view — “Freelance income,” “UK trip,” “2024 in groceries.”

Date range
Last 30 days
Accounts
All (7)
Categories
Any
Payees
Any
Currency
Any
Tags
Any
Saved · “March deep dive”
§ EXPORTS

Hand it to your accountant.

Every report exports. PDF for your records, CSV for your spreadsheet, a signed URL for your accountant.

PDF
Print-ready · the broadsheet, on paper
monthly-2025-03.pdf
412 kB
CSV
Rows and columns · works in any tool
transactions-q1.csv
84 kB
Link
Signed URL · expires in 72h · read-only
letterbud.gt/r/7fQa3
view-only
See it live
The app has a working Reports view.
Open the Reports page
Next feature
Self-Hosted
Read on