Reports

Maxim Money offers three powerful report types to help you analyse your finances: List, Aggregation, and Comparison. Whether you need a detailed breakdown of your accounts or a high-level view of your spending trends, you can customize your reports to show exactly what you need.

List Reports

The Detail View

List Reports give you a straightforward, itemized view of your data based on the filters you set. You can generate lists for either your Transactions or your Accounts.

• Standard Filtering: List reports use the exact same filters as your Transaction Search and Charts. If your data matches the filter, it appears in the report.
• Tabbed Organization: Keep massive lists manageable by splitting them into separate tabs. For example, you can group your report by year to generate a clean, dedicated tab for each year.
• Nested Grouping: You can group your data directly within the report output. Maxim Money supports up to three levels of nested grouping, allowing you to drill down into your data by clicking the drop-down arrows.  Subsequent group levels will appear when you select a value from the drop-down.

Aggregation Reports

The Big Picture

Aggregation Reports (available for Transactions only) take all the data that passes your filters and summarize it so you can see the big picture.

• Total Flexibility: This report is built for slicing and dicing. You can group your summarized data by tabs, columns, rows, or directly within the report itself.
• Custom Summaries: Because you control exactly how the rows and columns intersect, you can summarize your financial data in whatever layout makes the most sense for your current goals.

Comparison Reports

The Side-by-Side View

Comparison Reports (available for Transactions only) are similar to Aggregation reports, but they are specifically designed to benchmark two different sets of data against one another.

• Dual Filters: Instead of building custom columns, you define two completely distinct sets of filters.
• Side-by-Side Output: The results of both filters are displayed right next to each other, making it easy to spot differences.
• Common Use Case: This is the perfect tool for comparing different time-spans, such as looking at this month's grocery spending versus last month's, or comparing your overall income year-over-year.