Spending Insights
View Modes
Section titled “View Modes”- By Category — Spending broken down by individual category
- By Group — Spending broken down by category group
- By Payee — Spending broken down by payee
- By Tag — Spending broken down by tag
Visualizations
Section titled “Visualizations”- Interactive donut chart showing proportional spending
- Hovering over chart segments highlights the corresponding list item and vice versa
- Metric cards showing key totals such as average monthly spend, average daily spend, most frequent category, and largest outflow
Filtering
Section titled “Filtering”Filter by date range, accounts, categories, and tags. Filters persist across sessions.