Read your spending reports and export data

Use the Dongip Reports tab to see daily, weekly, and monthly breakdowns by category, check who paid what in shared accounts, and export to CSV or PDF.

Tracking expenses is only half the job — the other half is reading what the data is telling you. Dongip’s Reports tab turns your transaction history into a clear picture of where your money goes, which categories are trending up, and whether you’re on track for your goals. You can export the full report to CSV or PDF any time you need to share it, file it, or do your own analysis.

Opening the Reports tab

Tap Reports in the bottom navigation bar. The tab opens on your current month by default, showing total spending and a category breakdown. From here you can change the time range, switch between views, and drill into any category for a full transaction list.

1. Choose a time range

   Use the date controls at the top of the Reports tab to set your window. The available options are:

   • Daily — spending for a single day, useful for reviewing yesterday or a specific date
   • Weekly — the current or any past week
   • Monthly — the current or any past month (the most commonly used view)
   • Custom range — any start and end date you choose

   For the most useful analysis, start with a 90-day range. Shorter windows are noisy; a full quarter smooths out one-off spikes and shows real patterns.

2. Read the category breakdown

   Below the total spending figure, every category is listed with its total for the period. The top categories — the ones that consumed the most — appear first.

   Tap any category to see the individual transactions behind it. This is where you can catch miscategorized expenses and correct them, which improves the accuracy of future reports as Dongip learns your patterns.

   Dongip learns from every correction you make. If you recategorize a transaction from “Shopping” to “Gifts,” similar transactions from that merchant will be categorized correctly going forward.

3. Check your spending trends

   Switch to the Trends view within Reports to see how each category has changed over time. A category that has been climbing for three months is a signal worth acting on — either it reflects a deliberate choice (you joined a gym) or a drift you hadn’t noticed (dining out has crept up 30%).

   Use trends to inform budget limits. If a category has been consistent at $280/month for three months, that’s a more reliable cap to set than a round number you picked intuitively.

4. Read who-paid-what in a shared account

   If you have a shared account with a partner or roommates, switch to that account in the account selector at the top of the screen, then open Reports.

   The shared account report shows:

   • Total spent by the group during the period
   • Category breakdown for the household
   • Who paid what — a breakdown by person showing each member’s contribution
   • Current outstanding balance (who owes whom and how much)

   This view is useful at settle-up time: you can see the full history of who paid for what, verify the balance is correct, and confirm the settlement.

5. Export to CSV or PDF

   To export, tap the Export button in the top-right corner of the Reports tab. Choose your format:

   CSV

   A spreadsheet-compatible file with one row per transaction. Use this if you want to do your own analysis, import into Excel or Google Sheets, or share data with an accountant.

   PDF

   A formatted summary report with totals and category breakdowns. Use this for records, printing, or sharing with someone who doesn’t need raw data.

   The export covers exactly the time range and account you have selected when you tap Export. Switch to the right account and date range before exporting.

Run a 90-day report before setting or adjusting any budget limits. Past spending is the most reliable input for realistic caps — don’t guess at what you spend on groceries when three months of actual data is one tap away.

Using reports to set financial goals

Reports give you the raw material to turn vague intentions into real goals. Here’s the basic process:

1. Pull up the last 90 days in Reports and note three numbers: total take-home income, total spending, and the average monthly difference between them.
2. That monthly gap is what you have to work with for goals — saving, debt payoff, or a specific target.
3. Look at the category breakdown and find one category you could reduce by 10–15% without much pain. Eating out, subscriptions, and shopping are the most common candidates.
4. Translate the reduction into a monthly dollar amount and match it to a specific goal with a deadline — for example, “Cut dining by $80/month to save$960 toward an emergency fund by December.”

My reports look wrong — some expenses are in the wrong category. What do I do?

Tap into the category that looks wrong, find the miscategorized transaction, and tap it to change the category. Dongip will remember that correction for future transactions from the same merchant. After a few weeks of corrections, the reports become significantly more accurate.

Can I export just one category?

The current export covers the full report for the selected account and date range. To focus on a single category, export to CSV and filter by the category column in your spreadsheet app.

How far back can I pull reports?

Reports cover all transactions in your Dongip account — there’s no fixed limit on how far back you can go. The custom date range picker lets you select any window you want.

Can I share a report directly from the app?

Yes. After exporting, tap the share icon to send the file via any app on your phone — email, messages, cloud storage, or wherever you need it.

For shared accounts, each member can run reports and export independently. You don’t need to coordinate exports — everyone has access to the same data and can pull it on their own schedule.