Spending trends
Spending by week, month, and year.
The spending trends report shows how your spending in each category has changed over time. Use it to spot seasonal patterns, catch categories that are creeping up, or compare a recent month to your average.
Open it from Reports → Spending trends.
How to read it
The report shows one row per category and one column per time period (week, month, or year — use the toggle at the top to switch). Each cell shows total spending for that category in that period.
Higher numbers and darker shading indicate more spending. A row that’s consistently dark in one column tells you that period was unusually high for that category.
A worked example
Suppose you’re looking at the monthly view for Dining over six months:
| Jan | Feb | Mar | Apr | May | Jun | |
|---|---|---|---|---|---|---|
| Dining | $180 | $165 | $410 | $190 | $175 | $200 |
March is clearly an outlier. Click the March cell to see the individual transactions — it might be a birthday dinner, a business trip, or an error. Once you know, you can decide whether March was a one-time event or the start of a pattern.
Changing the time period
The view defaults to monthly. Click Weekly to see finer detail — useful for spotting a specific week where something changed. Click Yearly for a high-level picture — useful for year-over-year comparisons.
Filtering by category
By default, the report shows all categories. Click any category name to filter to that category only and see its trend in isolation.
What affects accuracy
Uncategorized transactions. Spending in the “Uncategorized” row is real spending that hasn’t been assigned yet. Assign categories to reduce it. The trends report only reflects categorized spending accurately.
Incomplete imports. If you haven’t imported transactions for a period, that period will show artificially low spending. Import and reconcile before drawing conclusions from the chart.
See also
- Sankey flow — the same spending data as a flow diagram for a single period.
- Net worth — how spending connects to your overall financial position.
- Payee rules — categorize automatically so trends stay accurate.