Read your stats

Pick a month

Stats in the sidebar is four tabs over 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.

Opened cold, each tab starts somewhere sensible rather than somewhere fixed. Overview lands on the month of your most recent transaction; the other three land on the current one.

By category

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

It counts your own expenses and nothing else. Spending that somebody else filed against a budget you share is not in it.

By budget

The Budgets tab opens with one chart across every budget you are in, including the ones shared with you; spending filed against no budget is gathered as Other. Below that, 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 one gets more: your expenses, everyone's, 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. What opens is a flow diagram for the month rather than a line over time: income sources on the left, gathered into one cash-flow node, 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 as Savings; spend more than you earned and the difference enters on the left as Savings Used.

Reading it 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 and no income record, and these pages are built from those two, so it cannot appear here however large it was.

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