Reports & Insights
Understanding Budget Reports
Make sense of your income, spending, and budget progress
Overview
Rise Budget turns your transactions into clear charts and tables. This guide explains how to read them and use them to improve your finances.
Income vs Expenses
This report shows whether you're living within your means.
- Green months mean income exceeded expenses
- Red months mean you spent more than you earned
- Look for seasonal patterns over the year
Cash Flow
Cash flow shows the movement of money in and out of your accounts over time. Positive cash flow means your balance is growing.
Budget vs Actual
Compare your planned spending to your real spending. Categories where actual spending is much higher than budgeted are good candidates for adjustment.
Reading the Charts
- Hover over chart points to see exact values
- Toggle categories on and off to focus on specific spending areas
- Use the date range selector to zoom in on a month or quarter