R02 / Reports and Excel

Choose a reporting month

Learn how to choose a reporting month on Pennie's Reports page.

Find it: Bottom tabs > Reports

Video walkthrough

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Worked examples use sample data, not your account. Reference screenshots show the current app controls in a Windows preview; their example amounts may differ from this lesson. Android system prompts vary by device.

Step 1

Start with Monthly

  1. Start with Monthly
  2. Choose one complete calendar month
  3. Cancel keeps your prior month

Monthly uses one complete calendar month.

Read the selected period before comparing totals.

These are saved records, not a live bank balance.

Step 2

Open the actual month picker

  1. Open the actual month picker
  2. Choose one complete calendar month
  3. Cancel keeps your prior month

Tap the period label to open the month picker.

Choose a month in the displayed year.

The selected month has its own highlight.

Step 3

Move between years

  1. Move between years
  2. Choose one complete calendar month
  3. Cancel keeps your prior month

Use the previous-year arrow to see another year.

The heading identifies the year you are browsing.

Browsing does not change the report until you choose a month.

Step 4

Choose August

  1. Choose August
  2. Choose one complete calendar month
  3. Cancel keeps your prior month

Choose August to refresh the complete calendar month.

This sample has seven hundred seventy-seven rupees of saved spending.

September records are outside this range.

Step 5

Cancel without changing the month

  1. Cancel without changing the month
  2. Choose one complete calendar month
  3. Cancel keeps your prior month

Cancel closes the picker without applying the browsed year.

The original September report remains selected.

Returning from category detail also keeps the intended Reports state.

Related page references

Screenshot

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