Worthic can generate PDF reports for viewing and sharing, CSV files for spreadsheet analysis, or both where available.
Available reports include:
- Financial overview: Monthly cashflow and Net Worth reports (PDF or CSV)
- Accounts and transactions: Statement of Accounts and account transaction statements (PDF or CSV), plus account lists, account events and all-transactions exports (CSV)
- Budgets and forecasts: Budget and target lines, one-off budget items, forecast summaries and forecast statements (CSV)
- Investments: Holdings, Dividend Income and investment transaction statements (PDF or CSV); balance history (CSV); and Investment Income and Gains (PDF)
- Real estate financials: Monthly property cashflow, Annual profit and loss, Expense Account and Deposit Account statements (PDF or CSV), plus property transactions (CSV)
- Rental operations: Occupancy (PDF), guest or booking/tenant lists (PDF or CSV), and property units (CSV)
- Real estate assets and tax records: Assets & Depreciation and Cost Base reports (PDF or CSV)
On the web, reports and exports are available from the relevant area—Dashboard, Accounts, Insights, Investments or Real Estate—using that section’s report or export controls. The available choices reflect the current workspace, reporting line, account, property and selected period.
In the mobile app, open More → Reports to browse the same catalogue by category, choose the relevant account, portfolio, reporting line or property, select a period and file type, then open the generated file. Key report controls are also available within relevant screens such as Net Worth, Investments and Real Estate.