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Balance report

The balance report is an analysis part focused on the balance evolution during the time. A specific purpose will be to visually control your balance.
The transactions are displayed ordered by date in order for you to check the balance according to the minimum set in the account window.
The results are displayed into a list or with a line chart, giving a visual view of the account flow.
Void transaction is excluded here, Remind transaction excluded is depending on the preferences. At last, when you select several accounts, xfer with both src and dst account into the selection are excluded.

Window call

Using balance report


Interval select the interval to display result for
  • Day
  • Week
  • Month
  • Quarter
  • Half Year
  • Year
Show empty line force to show interval line with 0 sum, which are hidden by default
Zoom X select the X zoom factor in real time

Date filter

Range fast select a date with predefined range
From / To specify date bound limit to restrict the results to

Account filter

Select quick change of the selection:
All / None / Invert

Account listview
the list of account to include into the result

Tool bar

The tool-bar is the main control of the display. All tool-button have a tool-tip that will help you know what action will be launched when you click on the tool-button.


2/28 under £ -500.00
When a single account is selected AND the interval is day, what is displayed here is the number of overdraft/total transaction and the overdraft limit of the account.

Result list

The result list display according to the current selection.
When a single account is selected and the interval is Day, overdraft lines will be displayed in red.

Transaction detail list

The transaction detail list will show every transaction of the selected item in the above result list.
The columns visible in that list are those configured in the account window.
By default it is not visible. Use the tool-bar 'Toggle detail' button for changing this.