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Analysis: period, accounts, tags

Analysis answers one question: where the money goes. The middle of the ring holds the total for the period, the ring itself shows each category's share, and the same list repeats below with percentages and amounts.

The two tabs on top switch between expenses and income. On the income tab the shares are counted by source rather than by category — it is a different question: not “what did it go on” but “where did it come from”.

Analytics

EXPENSES
INCOME
2026
$4,150

Expenses by category

Food 57 % $2,350
Fun 31 % $1,300
Transport 12 % $500
Expenses for August: $4,150 across three categories.The arrows beside the month name move between months; a swipe left or right does the same.

The funnel button in the header opens the filter — and from there you are no longer limited to whole months.

Filter

Reporting period

From To

Accounts

Tags

Reset
Done
The filter: a custom period, accounts as checkboxes, tags, and the “Group by tags” switch.“Reset” returns to the month-by-month view, “Done” applies.
  • The period is set by a start and an end date, and the end is inclusive: set 31 August and what happened on 31 August is included.
  • Accounts are chosen with checkboxes. Clearing all of them gives an honestly empty report, not “show everything” — the app will not quietly show you more than you asked for.
  • Tags work as “or”: pick two and transactions carrying either one are counted.

While a period is set by hand, the month arrows and the swipe disappear, and the middle of the ring shows the chosen date range instead of a month name — otherwise there is no telling what you are looking at.

The “Group by tags” switch does not change the report, only how it is grouped: the same transactions over the same period are split by tag instead of by category. Useful when the category is one and the reasons are many: “Food” is both “Sweets” and “Salmon”.

Analytics

EXPENSES
INCOME
2026
$4,150

Expenses by tag

Sweets 57 % $2,350
Movies 31 % $1,300
No tag 12 % $500
Grouped by tags. “Untagged” is the share of transactions with no tag.It cannot be dropped from the report: the total in the middle of the ring would stop matching the period's spending, and the difference would go unexplained.

Amounts in Analysis are converted to your default currency using the last rates fetched — otherwise shares in different currencies could not be compared. If a currency has no rate yet, its transactions are left out: showing them raw next to converted ones would be a lie.

What Analysis deliberately leaves out: transfers between your own accounts (neither income nor expense), accounts with “Include in total balance” cleared, and contributions to goals and debts unless “Count in expenses” is on for them. Archived accounts do not appear in the filter either.