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Analytics

The Analytics page shows a fixed set of charts for the current month and the last six months. It has no date filter. Forecast, normalized monthly expenses, subscriptions, and the monthly payments calendar are part of the Overview page, not Analytics (see Dashboard and Overview); the forecast is also shown on each account's detail page.

What the Page Shows​

  • Four KPI cards for the current month: Total Income, Total Expenses, Money Saved, and Savings Rate.
  • Income vs. Expenses: bar chart for the last six months.
  • Expenses by Category: pie chart for the current month.
  • Monthly Trend: line chart for the last six months.
  • An account filter ("All accounts"), shown only when you have more than one account.

When your accounts use different currencies, chart headers show (≈ base currency) and values are converted with the current exchange rates.

Data That Feeds Analytics​

Income, recurring expenses, and daily expenses feed the monthly figures; the category chart uses recurring and daily expenses. Transfers are not part of the category breakdown. Results are only as accurate as the saved dates, recurrence settings, account links, and categories.

Reading Results​

Use Analytics to inspect spending concentration, monthly cashflow, and your savings rate. If a chart looks incomplete, check that expenses have a category (uncategorized spending is not attributed to a category) and that the account filter is set to the account you expect. The period cannot be changed.