Report

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Finances lets you export your transactions as a report. A report contains transactions from specific accounts over a period of time. A report is exported as an HTML file which can easily be converted to a PDF file on iOS and macOS.

Do the following steps to create a report.

On macOS

  • Choose File → Export → Report
  • Configure the report
  • Click Next… and save the report in a folder

On iOS

  • Navigate to the list of transactions
  • Tap to open the Statistic screen
  • Tap to open the Report screen
  • Configure the report
  • Tap Next and add the file to iCloud Drive