Read the Reports tab
See total spend, budget used, spending over time with a forecast, and spend by category and room.
The Reports tab charts the project's money. Every figure is in the project's currency, at the rate saved with each expense.
What's on it#
- Open the project and select the Reports tab.
- At the top: Total spent, Budget used, Outstanding tasks and Completion.
- Spending over time shows spend building up, with a dashed line at the budget. If the project has a target date, a dotted line shows steady spending that reaches the budget on that date.
- Under the chart, a forecast says how much you're spending a day, when the budget runs out at that rate, and what you'll have spent by the target date.
- Spend by category and Spend by room show where the money went, each with a table of the figures.
- Budget against spend, by room compares each room's budget with what's spent in it.
- Largest expenses lists the biggest ones.
- Materials shows what's still to buy from the tasks' materials lists, estimated, beside the spend and never part of it.
Each chart has its figures in a table beside it, so you don't need to hover to read them.
Who can see it#
Members who see money on the whole project: Owners, Admins, Contributors and Viewers by default. For a CSV of expenses or a PDF report, see Timeline and exports.
Related
- Timeline, reports and sharingSee the project's progress over time, read its reports, download a PDF report or CSV files, and share a read-only link.
- Time and materialsLog the hours spent on each task, keep a materials list per task, and tick items off on the shopping list in the shop, even offline.
- Set budgets for the project, rooms and tasksSet a budget for the whole project, then for each room and task, and see a warning if they add up to more than the budget above.
- Record an expenseAdd money you've spent to the project, with its date, vendor, category, room and task, so it counts against your budgets.
- Edit, delete or add a receipt to an expenseCorrect an expense, attach a photo of its receipt, or delete it, with an undo straight after.
- Spend in another currencyRecord expenses and budgets in a currency other than the project's, with the exchange rate saved so totals never drift.