Direct answer
Use reports to compare income and expenses over a defined period, then export only when needed and protect the downloaded file because it may contain private financial information.
At a glance
- Choose the correct date range.
- Compare totals with transaction detail.
- Store exported files securely.
Step-by-step method
- Select the reporting period. Use a month, custom range, or relevant family scope.
- Review headline totals. Check income, expenses, balance, and category breakdowns.
- Investigate differences. Open the transaction list when a category or total is unexpected.
- Choose the export type. CSV is useful for spreadsheets, while JSON preserves structured account data.
- Protect the download. Avoid shared folders and delete unnecessary copies.
Practical example
A monthly report may show transport rising from PKR 8,000 to PKR 14,000. Reviewing individual transactions can show whether the change came from fuel prices, more trips, or a one-time repair.
Put this into practice
Apply the guide first with one real record or a small test category, then confirm that totals, dates, permissions, and reports look correct before entering a larger history. Keep exports securely, use descriptive names, and give family access only to people who genuinely need the shared information.
- Start with and write down the result.