Reports & Insights: make sense of your financial data

YAFFA turns the transactions, budgets, and investment records you have built up into views that answer real questions about your financial life.

Screenshot of the account balance report in YAFFA personal finance application
Account Balance Report

Know Exactly Where You Stand Financially

See all your accounts, balances, and net worth on a single screen — broken down by account group and converted to your base currency. Get an accurate, at-a-glance picture of your financial position without clicking through individual accounts.

About accounts
Screenshot of the monthly cash flow waterfall report in YAFFA personal finance application
Cash Flow Report

Understand Your Monthly Cash Flow at a Glance

See exactly how much came in, how much went out, and where every euro went — broken down by category. The waterfall chart makes your monthly financial story impossible to miss, and you can step backward and forward through months to spot trends over time.

About categories

Budget & schedule review

Compare what you planned against what actually happened. Budget targets and scheduled transactions feed directly into a plan-versus-actual view so you can see, by category and by month, whether you stayed within your expectations.

Cash flow forecasting

Project your account balances forward in time based on your recurring commitments and budget entries. Forecasting in YAFFA is grounded in the schedules and budgets you have defined — not opaque automation — so the projections reflect your actual financial intentions.

Investment timeline

Visualize how your investment holdings span across time. The investment timeline report shows open positions, quantity history, and estimated value so you can review your portfolio development at a glance.


Reports reward consistent recording

The quality of every report in YAFFA depends directly on the quality of your underlying data. The more consistently you record transactions, categorize spending, and maintain your schedules and budgets, the more useful each report becomes. Account totals become trustworthy, cash flow charts become a genuine narrative, and budget comparisons become a reliable tool for financial decisions rather than a rough estimate.

For a quick daily overview before you open a full report, the dashboardgives you the key signals — account totals, last month's category impact, and upcoming scheduled transactions — without navigating into the full reports area.

Ready to take control of your finances?

Try the YAFFA sandbox free — no credit card, no bank connection, no data sharing.

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