Reports & Tax

The Reports tab gives you a financial overview with income vs. expenses and category breakdowns. Filter by month, year, or all time.

Statistics

• • Income vs. Expenses bar chart by month
• • Category breakdown with percentages
• • Balance trend over time
• • Filter by month, year, or all time

Tax reports

Generate a yearly tax report as PDF with all income and expenses grouped by Swiss tax categories. Includes your company details. Send directly to your accountant or use for your tax return.