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Analytics and reports

Analytics is about understanding, not pretty charts. Svodly answers the usual questions: “where did my money go this month”, “which categories do I spend the most on”, “has my budget grown compared with last year”. This page is about how these reports work.

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Summary

The app's main screen. It holds cards with the key figures for the current period (a month by default):

The period switches with one click — week, month, quarter, year, a custom range.

Analytics — in detail

The Analytics section is built from a set of ready-made reports. They all work on the same model: you choose a period, a breakdown and filters — and the app draws a chart and gathers the figures.

The “Analytics” section (period 2026): the structure of income and expenses, scrolling to the comparison with last year, the expense breakdown and automatic observations.
Analytics on the phone: the structure of income and expenses, the comparison with last year and automatic observations.

Income and expenses by period

Two-colour bars of income and expense by month or week. You can see the dynamics — for example, that expenses are always higher in summer because of holidays.

The period selector in the top-right corner: week, month, quarter, year or “All time” — all the cards and charts are instantly recalculated for the chosen range.
On the phone the period switches with the same selector at the top of the screen: tap → choose a range (here “Year” → “All time”) → analytics is recalculated.

Structure by category and counterparty

A doughnut chart with the shares of top-level categories — a clear answer to the question “where does the money actually go”. Separate doughnuts are drawn for expense and for income.

Top-level categories are shown: if you have “Food → Groceries / Cafés / Delivery”, then “Food” appears as a single share, aggregating the nested subcategories. In the card header there's a breakdown switch “Categories ↔ Counterparties”: the same period can be broken down not by line items but by payees (on desktop and the web; on mobile — by category only).

The “Expense structure” card: the “Categories → Counterparties” switch changes the breakdown of the same period — you immediately see who received the most money (top counterparties).
On the phone the structure of expenses and income is shown by category (the breakdown by counterparty is on desktop and the web).
On the phone the structure of expenses and income is shown by category (the breakdown by counterparty is on desktop and the web).

Period comparison

Two bars side by side: “this month vs last”, “this year vs last”. You can see at once what grew and what dropped. You can compare arbitrary periods — for example, June–August 2025 against June– August 2026.

Top counterparties

The same “Counterparties” breakdown in the structure card answers the question of who received the most money in this period. Useful for business (top suppliers) and for personal finance (you'll see that 40% of “Food” is one delivery service).

What goes into analytics

By default — all transactions in the active book, except transfers (both within a book and cross-book). Transfers are excluded because they don't change the overall state of your finances — it's moving money from your left pocket to your right.

Transfers are always excluded — there's no separate “show transfers” toggle in analytics. To look at the transfers themselves, open the “Transactions” journal and set a filter for the type “Transfer”.

Several currencies in one set of analytics

If you have accounts in different currencies, analytics doesn't mix them automatically: amounts are counted within a single currency, and on a mixed selection the overall subtotal is hidden. There's no automatic loading of exchange rates — conversion is done only manually when transferring between accounts in different currencies.

Export

PDF and print forms are not supported yet. To export the figures to a spreadsheet, use the export on the Import & export page, and in a business book — the ready-made reports in XLSX and CSV.

Where to go next