Reports and alerts

Reports summarize a book over a period (inflows and outflows by bucket, the projected balance path, variance of actual against forecast). Alerts flag the conditions worth acting on: a projected dip below zero, a large forecast-versus-actual drift, an overdue expected inflow.

Alerts read the same projection and tracker state you see on screen, so what they flag matches what the app shows. See *Set up reports and alerts*.

In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.