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📊 Financial Analysis

Detailed transaction history, filtering, and reports

📆 Filter by Date Range

🔍 Filters & Search

Sort by:
💰
TOTAL INCOME
$0.00
↑ 12% from last month
📉
TOTAL EXPENSES
$0.00
↑ 8% from last month
💵
NET PROFIT
$0.00
↑ 15% from last month
📉
PROFIT MARGIN
$0.00
↑ 2% from last month
Date
Description
Category
Type
Amount
Actions
20 Apr 2026
Subscription
Software
Income
$120.00
Date
Parent Name
Student/Module
Amount
20 Apr 2026
Firstname Secondname
name - subscription/module
$120.00
Date
Description
Category
Type
Amount
Actions
20 Apr 2026
Subscription
Software
Income
$120.00

📊 Financial Reports

📅
Monthly Summary
Detailed breakdown of income and expenses
• Total income by source
• Expenses by category
• Net profit calculation
• Month-over-month comparison
📆
Yearly Summary
Complete financial overview for the year
• Annual income & expenses
• Monthly trends & patterns
• Category breakdowns
• Year-over-year growth
🧾
Tax Report
Financial year summary (Jul—Jun)

  • FY income & deductions

  • ABN: 67 187 411 586

  • Tax-ready format

  • Expense receipts log

"📥 Export Data
Download your financial data in different formats for external accounting software or spreadsheet analysis

Edit Expense

Detailed transaction history, filtering, and reports

Click to replace receipt 
(PDF, Doc)
📄
Click to replace receipt 
(JPG, PNG)
📷

📎 Currently: genially-invoice-apr-2026.pdf

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