How to read your statistics

Pick a month

To read your statistics, open Stats in the sidebar, where four tabs show one month at a time: Overview, Budgets, Category and Other. There is no date range to set. The picker offers whole calendar months back to your first transaction, and whichever you choose follows you from tab to tab.

A tab opened cold starts on a sensible month rather than a fixed one: Overview lands on the month of your most recent transaction, and the other three land on the current one.

Spending by category

The Category tab is a single chart. It shows the month's spending as one slice per category, sized by what you spent there and labelled with its share of the total, and everything you never labelled is collected into one slice called Uncategorized, which is usually the first thing worth fixing.

The chart counts your own expenses. Nothing else. Spending that somebody else filed against a budget you share is not in it.

Spending by budget

The Budgets tab opens with one chart across every budget you belong to, shared ones included, with spending filed against no budget gathered under Other. Below that chart, each budget gets a section of its own.

A budget you are alone in gets a daily spending line and a breakdown by category. A shared budget gets more: your expenses, everyone's expenses, and a split of your share against the rest. This is the only place in Stats where another person's spending is counted.

Cash flow

Overview carries a View Sankey Chart button. It opens a flow diagram for the month. Not a line over time. Income sources sit on the left and gather into one cash-flow node, and from there the money flows out into expenses, then budgets, then categories, so you can follow a salary all the way to the label it was spent under.

The percentages read against whichever side is larger. Earn more than you spent and the remainder leaves the diagram as Savings; spend more than you earned and the difference enters on the left as Savings Used.

Reading your statistics honestly

These pages know only what you have given them. A month whose statement you never imported is a thin month, not a cheap one, and a draft you have not published is not spending yet: it stays out of the month's totals and out of the breakdown by category.

Money moved between two of your own wallets is neither spending nor income. A transfer produces no expense record and no income record, and these pages are built from those two kinds of record alone, so a transfer cannot appear here however large it was.

Every figure is converted into the currency in your settings at the rate for the date of the transaction, not today's rate, so last year's numbers do not move when a rate does.