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How to use the reports feature

How to use the reports feature

Reports feature, monthly reporting, net worth, debt, budgeting, top expenses. See your monthly progress towards Financial Independence.

Eric Zhong avatar
Written by Eric Zhong
Updated over 8 months ago
  1. Log into your WizeFi account using this link.

  2. Click on the Reports tab on the right.

  3. On this page, you can see a snapshot of your monthly progress towards financial independence. You can see your assets, debt, net worth, budget breakdown, spending, and top 5 expenses/merchants for the month.

  4. To change the order of these displays, simply drag them around using the top left corner.

  5. You can also customize this dashboard to only show specific reports using the customize button.

  6. Simply deselect the reports you don't want to view and click "Save".

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