One timeframe everywhere
Switch between daily, weekly, monthly, yearly, and custom-count windows so the scores, transactions, and charts answer the same question.
The story behind the totals
Your dashboard tells you what needs attention. Reports explain why.
A saved receipt is more than proof of purchase. Across time, it becomes a record of stores, categories, tax, subscriptions, repeated items, business costs, rewards, refunds, and the decisions that shaped the month.
The dashboard is the briefing. Reports is the evidence behind it.
Dashboard: your financial briefing
Much more than a shortcut to Reports.
The dashboard brings the most time-sensitive signals together. It helps answer: What changed? What deserves attention today? Where can I act before money, a return window, a reward, or a better price is lost?
Four decision signals
GuacScore, GuacWizard, GuacMoney, and Rewards summarize purchase value, financial health, savings captured, and benefits still available.
Spending anomalies
Surface unusual category or merchant behavior before it disappears inside a monthly total.
Saved searches
Keep products you are watching close, then move directly into personalized Steals when better offers appear.
Financial snapshot tiles
Review transactions, spending, tax, purchases, payments, interest, bank fees, and other costs for the selected period.
Spending by store
Compare the merchants receiving the most money and open the underlying receipts directly from the chart.
Rewards and expirations
See useful rewards before they expire instead of discovering them after the value is gone.
Recent transactions
Open the latest receipt records with merchant, date, amount, tax, and personal or business status.
The same story on mobile
Check the signal while the decision is still fresh.
The mobile dashboard keeps the period controls, decision scores, anomalies, financial cards, and store chart close. That makes it useful after checkout, during a weekly review, or before returning to a store.
Tap a store bar to reach its receipts.
Open Worth-It or Guacanomics from the top.
Review unusual spending before it repeats.
Add the next receipt without leaving the flow.
Dashboard and Reports work together
Turn a household question into a useful next step.
A household may notice an anomaly on the dashboard, open Reports to compare the category and merchants behind it, then return to the receipt or recurring charge that needs action. The value is not another chart—it is a shorter path from “something changed” to “here is what we will do.”
A practical example
The dashboard flags a household-category jump. Reports shows one store and two repeated items caused most of it. The family keeps the useful staple, changes the duplicate purchase, and checks next month to see whether the pattern improved.
Reports: the evidence workspace
Compare the dollars behind the dashboard signals.
Reports groups the selected receipt history into categories, stores, items, subscriptions, and tax-preparation summaries. It is designed for questions that need more than a headline number.
Spending by category
A dollar-based category breakdown with amount, share, and short-window trend comparisons.
Top stores by spend
Sortable merchant totals, receipt counts, and average purchase amounts reveal concentration.
Repeat purchases
See items bought two or more times, including quantity, dollars, latest date, and stores.
One-time orders
Separate single purchases from household staples so experiments and impulse buys are easier to review.
Tax summary
Business spending, business tax, charitable giving, and recorded sales tax stay visible for the selected period.
CSV export
Download verified business and charity rows with Date, Store, Category, Amount, Tax, Business, and Notes fields.
Subscriptions
Detected recurring merchants show cadence, average charge, latest charge, monthly cost, and price movement.
Period comparisons
Use the same daily, weekly, monthly, yearly, and count controls to compare a consistent slice of history.
Business and tax preparation
Build the record during the year—not the scramble at the end.
When a receipt is saved and reviewed while the purchase is still familiar, its merchant, date, amount, tax, category, business status, and notes are easier to verify. Reports then gathers the relevant rows into a period summary and export.
What the tax summary actually does
| View | What enters it | What it provides |
|---|---|---|
| Business | Receipts explicitly marked as business purchases | Spend, recorded tax, receipt count, and exportable source rows |
| Charity | Receipts categorized as charity | Donation total, receipt count, and exportable source rows |
| Sales tax paid | Positive tax amounts recorded on eligible purchase receipts | Tax total and the number of receipts contributing to it |
| CSV export | Verified business and charity rows in the chosen period | Date, Store, Category, Amount, Tax, Business, and Notes |
Cleaner business review
Separate receipts marked business from personal purchases, preserve the source record, and include a short note when context matters.
Accountant-ready starting point
Export business and charity rows, then review classifications and supporting documents with your accountant or tax software.
Important recordkeeping distinction
GetGuac organizes the purchase data you save; it does not decide whether an expense or contribution is deductible, replace required supporting documents, or provide tax advice. Confirm classifications, eligibility, and retention requirements with a qualified professional. The IRS says business records should clearly show income and expenses and supporting documents should identify details such as payee, amount, date, proof of payment, and what was purchased. Charitable contributions can require specific bank records, receipts, or written acknowledgments.
Useful in real life
Reporting should end with a decision, not another tab.
The best report visit starts with one question and ends with one action. Choose a period, inspect the relevant category, store, item, subscription, or tax row, then change or protect one part of the pattern.
A five-minute review can be enough
The useful story is the one people can recognize themselves in.
Maybe roommates are separating shared groceries from personal purchases. Maybe a couple is checking why one category climbed. Maybe a freelancer is finding business receipts before meeting an accountant. The same Reports workspace starts with different human questions—and keeps the underlying receipt close enough to verify the answer.
HOUSEHOLD
“Why was this month more expensive?”
Compare category share, top stores, repeat items, and one-time orders. Keep the spending that supported the household and investigate the concentrated change.
BUSINESS
“Are my source records organized?”
Review receipts marked business, recorded tax, notes, and original receipt details before exporting the period for professional review.
PERSONAL HABITS
“What keeps quietly repeating?”
Inspect subscriptions, price increases, repeat purchases, saved searches, and Worth-It outcomes to decide what still deserves a place.
Ask one useful question. Follow it to the receipt.
Start with the dashboard signal, use Reports to understand the pattern, and keep the source records close enough to verify the story.