R04 / Reports and Excel

Review a calendar year

Learn how to review a calendar year 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

Choose Annually

  1. Choose Annually
  2. January through December, not fiscal
  3. Compare twelve monthly buckets

Choose Annually for a calendar-year report.

This is not a fiscal-year or lifetime report.

Check the selected year before reading its totals.

Step 2

Pick a year

  1. Pick a year
  2. January through December, not fiscal
  3. Compare twelve monthly buckets

Open the real year picker and choose a year.

The navigation arrows browse groups of years.

Cancel leaves your previous selection unchanged.

Step 3

Use January-to-December coverage

  1. Use January-to-December coverage
  2. January through December, not fiscal
  3. Compare twelve monthly buckets

The selected year starts January first.

It ends December thirty-first, with the next January excluded.

Saved records within those boundaries supply the report.

Step 4

Compare twelve monthly buckets

  1. Compare twelve monthly buckets
  2. January through December, not fiscal
  3. Compare twelve monthly buckets

The annual trend card has twelve monthly buckets.

Each point belongs to the selected calendar year.

The daily spending card is not shown for an annual range.

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