Cashvelope v2.7: Reports & Monthly Comparison — understand your money over time
One month of data tells you what happened. A year of data tells you what's actually going on.
The home screen shows you this month. That is useful for staying on budget day to day. But the bigger picture — whether your spending is trending up or down, which categories have grown, how this February compares to last — requires looking across time. v2.7 adds that view.
Full report page
The new Report page is the central place to understand your financial patterns. It opens to the current month and shows total income, total expenses, net balance, and a category-by-category spending breakdown. Toggle to yearly view and the same data rolls up across all twelve months.
Compare any two months side by side
The comparison view is where the report becomes genuinely useful. Pick any two months and see them placed side by side: total spend, income, net, and a category-level breakdown showing where the differences are.
This is how you notice that food spending has been creeping up for three months, or that the month you thought was expensive was actually cheaper than the previous one. The patterns are in the data — the comparison view makes them visible.
Budget report per category
If you use budgets, the report page now includes a budget report section: each category with a budget shows its actual spend against the limit for the month, with a progress bar and the over/under amount. At a glance, you can see which categories stayed in bounds and which went over — and by how much.
Monthly net total in transaction list
A small addition to the main transaction view: a running net total for the month is now shown at the top of the list. Income minus expenses, updated as you add transactions. A persistent answer to “how am I doing this month?” without navigating to the report page.
Monthly/yearly view toggle
The toggle between monthly and yearly views is a persistent control at the top of the report page. Switch between them without losing your scroll position or your selected month. Useful for quickly checking the month detail and then zooming out to the year view to understand how that month fits the broader trend.