A number of reports are available on Moneybase. These include:

  • Cash Statement
  • Investment Portfolio
  • Income Report
  • Tax Certificate
  • Gain/Loss Analysis
  • Statement of Fees


To access these reports, log in to your Moneybase account on the app, click on More (bottom right), select Reports and choose the report you would like to view. For each report type, you are able to select the relevant parameters following which the specifically designed report will be sent to your designated email.