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View spending by category

Use the Spending page to see where your money went during a selected period.

Prerequisites​

  • Big Picture Money is unlocked
  • At least one account has expense transactions
  • Transactions are categorized for the clearest chart

Steps​

  1. Open Spending from the left navigation.
  2. Choose a date range, such as Current month or Last month.
  3. Review the donut chart. Each slice is a top-level category, such as Food & Dining, Shopping, or Housing.
  4. Read the legend for category totals, percentages, and transaction counts.
  5. Click a category slice or legend row to drill into that category.
  6. Review the subcategory chart and the transactions listed below it.
  7. Use the breadcrumb, such as All spending > Food & Dining, to return to the top-level chart.

Expected result​

  • The chart shows top-level spending categories for the selected period.
  • Clicking a category shows its subcategories when available.
  • The transaction list below the chart contains the transactions that make up the selected chart view.
  • Transfers between your own accounts are not counted as spending.