Monthly reports and sharing them

Reports

longbook draws a report for every month that holds a confirmed charge. It has the month's total, spending by account and by category, and every confirmed charge.

A charge is confirmed when a bank statement or an email proves it, you mark it paid, or you set its amount. A charge that was only planned doesn't count, and a month still to come has no report.

Not yet confirmed counts the month's past charges nobody has confirmed, beside the total.
Press and hold a charge for Remove from report. The charge stays in your longbook. Put back restores it.
Transfers stay out of every report.
Reports are in the home currency. Nothing is converted.
Each report is a file in the reports folder of your longbook.

Share report makes a link and a password. The person opens the link in a browser, types the password, reads the report and comments on each section. They don't need longbook.

The password is shown once. Send it separately from the link.
The link expires after 3 days. Stop sharing ends it sooner and deletes the shared copy.
Pull comments brings their comments into the report in your folder.
They see only that one report.

Questions

I lost the password. What now?

longbook can't show it again. Stop sharing, then Share report for a new link and password.

Can my AI make a report?

Yes. Ask: "Create a report in my longbook", or "Make a report of my Goa trip". It shows on the Reports screen.