> For the complete documentation index, see [llms.txt](https://docs.lightpost.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.lightpost.app/add-on-features/financial-management/finance-reports.md).

# Finance Reports

Weekly, budget, and monthly income & expense reports for church leaders, each available on screen or as a PDF.

Open **Finance** and use the **Reports** menu, or the report cards on the Finance page. Reports require the **View Financial Records** or **Manage Financial Records** permission.

All reports use each transaction's **Date Posted** and your account's time zone. Each can be viewed on screen or downloaded as a PDF.

### Weekly Report

A snapshot of one week compared with the previous week and the average of the four weeks before it.

* **Income**, **Expenses**, **Net**, and **Givers** totals.
* Income year-to-date compared with the total of your income budgets.
* **Income by Category**, **Income by Method**, and **Expenses by Category** tables.

Use the arrows or date picker to change weeks. Choose **Monday – Sunday** or **Sunday – Saturday** weeks, and click **Make … the default** to save your choice for the account.

### Budget Summary

Progress against each category's budget for the selected year.

* **Income Received** compared with your income goals, **Expenses Spent** compared with your expense budgets, and the **Net**.
* **Income Budgets** and **Expense Budgets** tables showing the budget, the amount received or spent, what remains, and progress. Categories over budget are shown in red.

Only categories with a budget for the selected year appear. The PDF version is titled **Budget Overview** and is suitable for printing.

### Income & Expense by Month

A month-by-month view of the year, January through December.

* **Total Income**, **Total Expenses**, and **Net Income** for the year.
* Income and expense tables with one row per category and a column for each month, plus a **Net Income** row.

The PDF prints in landscape.

### Other Reports and Exports

* The **Contributions** and **Expenses** lists can be exported to Excel with any filters applied. See [Recording Contributions & Expenses](/add-on-features/financial-management/recording-transactions.md).
* **Online Giving** has its own Contribution Report and Payout (Deposit) Report. See [Giving Reports](/add-on-features/online-giving/giving-reports.md).
* Year-end statements for members are covered in [Contribution Statements](/add-on-features/financial-management/contribution-statements.md).