Reports
Download CSV and PDF reports for any date range. Perfect for taxes, accountants, or personal records.
YTD Income
$40,050.00
Year to date
YTD Expenses
$25,547.00
Year to date
YTD Saved
$14,503.00
32% savings rate
Net Worth Change
+$8,613.00
vs Jan 1, 2026
Report Templates
🏛️
Annual Tax Summary
All transactions, categorized for tax filing. Schedule C ready.
PDF + CSV
📊
Monthly Spending
Category breakdown, top merchants, and budget compliance.
PDF
📈
Net Worth History
Asset and liability tracking over time with charts.
PDF
🔄
Subscription Audit
All recurring charges, total cost, and cancellation candidates.
PDF
💵
Cash Flow Report
Income vs expenses by month with net savings calculations.
CSV
💼
Business P&L
Revenue, expenses, and profit for business mode transactions only.
PDF
Custom Export
Recent Exports
May 2026 Spending Report
May 15, 2026· PDF · 124 KB
Q1 2026 Tax Summary
Apr 1, 2026· PDF + CSV · 342 KB
All Transactions Jan-Apr 2026
Apr 15, 2026· CSV · 89 KB
Sample data for demonstration only. Tally Finance is a personal finance tracking tool — not a bank and not FDIC insured — and does not provide financial, investment, tax, or legal advice. Figures and AI insights are illustrative. Bank linking is provided by Plaid; all trademarks belong to their respective owners.