ReportsAnalyze > Reports is a library of built reports — pick one from the left, set the filters, read the result. Nothing to configure before it's useful.
The library
Both editions include the core set: Spending by Category, Spending by Payee, Income & Expenses, Monthly Cash Flow, Account Balances, Transaction Detail, and Budget vs. Actual.
Pro adds the analysis and tax layer: Net Worth History, Asset Allocation, Investment Income, Capital Gains, Crypto Income, Crypto Realized Gains, Tax Category Summary, and Tax Lot Detail. An edition without a report simply doesn't list it — you never see a button that upsells instead of running.
Favorites
Star a report (★) and it pins to a Favorites group at the top of the library.
Drill-down
Report rows are backed by real transactions — double-click a row (or a total) to open the transactions behind the number. A figure you can't decompose is a figure you can't trust; every one here decomposes.
Print and export
Every report prints, and exports as CSV (for a spreadsheet) or JSON (for anything else). Exports contain exactly what the report shows.
Still need help?
If you're still stuck, contact us or email support@rockriverresearch.com — you will reach the people who build RockSolid Money.