Analytics and Insights
Understand spending behavior with timeline views, category distribution, and trend charts.
Key capabilities
- View dashboard summaries by month and year
- Switch between calendar year and financial year
- Analyze category breakdown with interactive pie chart
- Track trends using interactive line chart
- Review recent transactions for quick context
Typical flow
- Open analytics from the main navigation.
- Choose time period and year mode.
- Inspect chart segments and trend points for details.
- Cross-check with transaction list and category filters.
Notes
- Current exports focus on JSON backups; PDF and CSV reporting are planned.