About the Spending report

The Spending report helps you understand where your money is going and spot patterns you might miss in the transaction list. Use it to check your total spending for a time period, compare spending across categories, and quickly find transactions tied to a specific payee, tag, or account. You can start with a high-level view, then drill down from the chart to see the transactions that make up each total.

Navigate to the Spending report

Use the Spending report when you want a quick snapshot of where your money went, or when you want to track down spending tied to a specific category, payee, tag, or account.

1. In the left menu, select Reports.

2. Select Spending.

3. To switch reports, use the tabs at the top: Spending, Net Income, and Income vs. Expense.

What you can do

The Spending report helps you answer questions like:

• “How much did I spend in total this month?”

• “What are my biggest spending categories right now?”

• “Which payees are driving my spending?”

• “Where are my uncategorized transactions?”

The report has three main areas:

• Controls at the top to change grouping, date range, and filters.

• A chart area that summarizes spending and supports drill-down.

• A Transaction Activity table that lists the transactions included in the report.

Drill down to investigate spending

Drill-down is the main workflow in this report: start broad, then click into the part you want to investigate.

Drill down using the chart

In the chart area, you can drill down to narrower detail.

• Point to a slice/bar to see a quick total for that item.

• Select a category (or other item, depending on your breakdown) to drill into its details.

• Use the breadcrumb near the top of the chart (for example, All categories / Food & Dining) to go back up a level.

Switch chart types

The report supports multiple chart views.

• Use the chart buttons (pie and bar icons) to switch between a donut chart and a horizontal bar chart.

• The same drill-down behavior applies in either view (select an item to narrow the report).

Work with Transaction Activity

The Transaction Activity table shows the transactions included in the current report view (based on your date range, breakdown, and filters).

Column descriptions

Each row represents a transaction.

• Account: The account the transaction belongs to.

• Date: The transaction date.

• Payee: The merchant or payee name.

• Category: The category applied to the transaction.

• Amount: The transaction amount shown for the report.

You may also see:

• A checkbox column for selecting rows.

• A row expand arrow at the far right for viewing more row detail.

What changes the table

When you drill down in the chart (for example, into Food & Dining), the table updates to show only the transactions that match that selection.

Change what the report shows

Use these controls to reshape the report before you drill down.

Breakdown

Use Breakdown to choose how the report groups spending.

• By category: Groups spending into categories and supports drilling into subcategories.

• By payee: Groups spending by payee so you can spot top merchants quickly.

• None: Shows spending without grouping (useful when you mainly want the transaction list).

Date range

Use Date Range to set the time window the report uses.

Options include:

• This month

• Last month

• Last 3 months

• Last 6 months

• Year to date

• Last year

• Custom

When you change the date range, both the chart and the Transaction Activity table refresh to match the new window.

Filters

Use Filters to narrow the report to only the transactions you care about.

1. Select Filters.

2. Select the filter type on the left:

   • Categories

   • Payee

   • Tag

   • Account

   • Advanced

3. Select one or more checkboxes in the list.

   • Use the search box (for example, “Search categories” or “Search accounts”) to find items faster.

4. Select Apply.

To remove filters:

• Select RESET FILTER to clear all current filters.

• Select Cancel to close the window without applying changes.

Advanced filter: reviewed status

In Advanced, you can filter by reviewed status:

• Reviewed

• Not reviewed

Export the report

Use the export button (download icon) to save the report.

1. Select the download icon.

2. Choose an export format:

   • Excel (.xlsx)

   • CSV (.csv)

   • PDF (.pdf)

Export reflects what you’re currently viewing, including your Date Range, Breakdown, filters, and any drill-down level.