Transactions income and expense pie chart
Use the Transactions pie chart to see a breakdown of your transactions into income and expenses, or into categories.
In this user guide
Using the Transactions pie chart
The Transactions pie chart allows you to see a breakdown of your transactions into income and expense or categories. The data in the pie chart can be based on any option from the sidebar on the Transactions page (for example - All transactions or a particular account or category), or a transactions search.
Here is an example of the pie chart based on All transactions:
In order to exclude transfers from the pie chart, you can change the 'Transaction type' search criteria to only show 'Non-transfer' transactions. For more detail on how to do this see Removing transfers from the transactions pie chart
Additional options for the Transactions pie chart
To the right of the pie chart, you'll see a couple of options allowing you to easily:
- Change the date range
- Switch to income or expense (depending on what you're currently viewing)
- Reset the graph
The transactions pie chart allows you to easily drill-down into sub-categories. However, it's not possible to go back a step to the category above once drilled down. You will need to reset the graph and drill back down again.