Year-at-a-Glance

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Use this page for a higher-level review across financial years. Transaction dates automatically create Month and Year references, and Financial Periods are sorted by year and month so the system remains reusable beyond the included demo year.

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Annual Review Questions

• How has income changed through the year?
• Which months had the highest expenses?
• Is your cash flow improving?
• Are savings goals moving forward?
• Is debt decreasing?
• Is your overall net worth moving in the direction you want?

Demo data: the included 2026 records show how the system works. For a new year, create that year's monthly Financial Periods and continue using the same connected databases.

Review income, expenses, cash flow, savings, debt progress and net worth across the year.

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Each monthly Financial Period can consolidate Income, Expenses, Savings, Debt Payments, Budget, Budget Remaining and Cash Flow from the transactions connected to that period.

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