Spending Reports

Spending reports

The Spending report (accessible via the Spending nav item or "Full report" on the dashboard) breaks down where your money went over a date range.

Views

• Categories — spending grouped by your category tree, with a sub-category breakdown
• Envelopes — spending grouped by envelope project
• Merchants — spending grouped by payee/merchant name

Switch between them using the view toggle at the top of the report.

Date range

Use the date pickers to choose any custom range. The default is the current calendar month.

Drilling down

Click any category, envelope, or merchant row to see all the transactions behind that figure. From the transaction list you can click into individual transactions to edit them.

What's excluded

Transactions in excluded categories (like credit card payments) are not counted in any report totals. The excluded status on a category is the single control for this — changing it updates reports retroactively.