Reports

Overview reports

An overview report shows money in and money out for a given time period. This gives you a quick sense of:

• • Total invoiced (what you billed clients for)
• • Total expenses (what you spent)
• • The difference between the two

This isn't a profit calculation (it doesn't account for taxes or unpaid invoices), but it's a useful snapshot.

Invoice reports

Invoice reports focus on what you've billed. You can see:

• • Number of invoices created
• • Total amount invoiced
• • List of individual invoices with details

This is useful when you want to know how much you've billed during a specific period.

Expense reports

Expense reports summarize what you've spent. They show:

• • Total spending for the period
• • Breakdown by category (if you use categories)
• • List of individual expenses

Combined with invoice data, this gives you a clearer view of your cash flow.

Filtering by date

When you create a report, you choose the date range. Common options include:

• • This month
• • Last month
• • This quarter
• • Custom date range

Pick the range that matches what you're trying to understand.

Exporting data

You can export report data to CSV. This is a spreadsheet-friendly format that works with Excel, Google Sheets, or any data tool.

Export is useful when you need to:

• • Share data with an accountant
• • Do your own analysis
• • Keep records outside Finvo

What reports don't do

Finvo reports are for visibility, not accounting compliance. They don't include:

• • Tax calculations — Reports don't compute taxes owed.
• • Accounting compliance — These aren't formal financial statements.
• • Forecasts — Reports show what happened, not what might happen.

For tax filing or formal accounting, work with a professional and use the export feature to share your Finvo data.