Account Balance Trends
Track how your account balance changes over time and compare different periods to understand your financial progress.
Interactive Features
Drag to Compare Periods
Click and drag across any part of the chart to select a time period. You'll instantly see:
- • Starting and ending balance for your selection
- • Total change amount and percentage
- • Number of days in the selected period
- • Breakdown by individual categories (when filtered)
Try it: Drag across different months to compare your financial performance
Hover for Quick Info
Move your mouse over any point on the line to see detailed information for that specific date, including your exact balance and recent changes.
Goal Progress Tracking
When you filter by categories that have spending goals, the chart transforms to show your distance from those goals over time:
- • Positive values = getting closer to your goal
- • Negative values = moving away from your goal
- • Compare progress across multiple categories
Time Range Options
⚡ Quick Ranges
- 7 Days: Recent daily activity
- 30 Days: Monthly trends
- 3 Months: Quarterly patterns
- 12 Months: Annual overview
- All Time: Complete history
Special Periods
- Month to Date: Current month progress
- Year to Date: Current year progress
- Custom Range: Any specific period
Smart Filtering
Focus on What Matters
Apply filters to analyze specific aspects of your finances while maintaining an accurate balance view:
- • Category Groups: Focus on broad spending areas (Food, Transport, etc.)
- • Specific Categories: Drill down to individual budget categories
- • Goal Tracking: Monitor progress on categories with spending goals
Important: Filtering affects the goal tracking view and comparison analysis, but your main balance line always shows the complete picture of your accounts.
How to Read Your Balance Trends
Upward Trends
Rising lines indicate financial growth
- • Income exceeding expenses
- • Successful saving periods
- • Debt reduction progress
Downward Trends
Declining lines show money flowing out
- • Expenses exceeding income
- • Large purchases or investments
- • Seasonal spending patterns
Flat Trends
Steady lines show balanced periods
- • Income matching expenses
- • Consistent spending habits
- • Stable financial periods
Balance Trends Tips
- Compare the same periods across different years to see long-term progress
- Use drag selection to measure the impact of specific financial decisions
- Look for patterns that repeat monthly or seasonally to predict future needs
- Set up spending goals on problem categories and track your improvement over time
- Use the "All Time" view to see your complete financial journey and celebrate progress
Explore Your Financial Data
Ready to dive deeper into your statistics?