Expense Analytics Dashboard

Visualize your spending with breakdowns by category, merchant, and time period.

The expense analytics dashboard gives you a clear picture of where your money goes, broken down in ways that are actually useful for decision-making.

Features

  • Category breakdown — Pie and bar charts showing spending distribution across all your transaction categories
  • Merchant analysis — See your top merchants ranked by total spend, with month-over-month comparisons
  • Time period views — Switch between weekly, monthly, and quarterly views to spot short-term spikes or long-term trends
  • Period comparisons — Compare any two time periods side by side to see how your spending has changed
  • Drill-down navigation — Click any chart segment to see the individual transactions behind the numbers

All analytics update automatically as new transactions are imported.