Worthic separates cashflow through reporting lines. A reporting line can represent a person, household member, business, property, or other financial entity inside the workspace. Transactions are linked to accounts and reporting lines, and cashflow reporting uses those links to decide what belongs in each view.
On the dashboard, you can choose which reporting lines are included in cashflow reporting. The reporting-line selector lets you include or exclude the lines you want to analyse. If you include only one reporting line, the cashflow view is effectively segregated: you are looking at that line’s income, expenses, transfers, categories, net cashflow and savings rate on its own. For example, you could view only a business reporting line, only a specific real-estate reporting line, or only a personal reporting line.
If you include multiple reporting lines, Worthic aggregates them into a combined cashflow view. This is useful when you want to see household cashflow, combined personal and business cashflow, or a group of properties together. In aggregated views, Worthic still keeps reporting-line context in the underlying rows. Where a category includes activity from more than one reporting line, the app can identify it as spanning multiple reporting lines rather than pretending it came from only one place.
Cashflow reports also carry the selected reporting-line scope. The report header shows the included reporting lines, so exported or generated reports remain clear about whether they represent a single reporting line or an aggregated view.