Records
Understanding reports
See totals for a period, by category and account, from the records you have confirmed.
Last updated 2026-09-05
Reports summarizes the activity Fern has for a period you pick.
Periods
Choose a preset such as this month, or a custom from/to range. Totals break down by category and account.
What the numbers mean
Reports use the transactions and categories in your workspace. Unconfirmed Review items may still be waiting — finish Review if a total looks incomplete.
Fern does not currently offer a spreadsheet export from Reports. Use the on-screen totals, or open Transactions for the underlying rows.
Reports are for understanding your uploaded records. They are not tax output and not advice.