Spending Activity Analysis

Visualize your daily financial activity with interactive bar charts that show exactly where your money comes from and where it goes.

Interactive Segment Analysis

🎯 Hover for Detailed Breakdowns

Move your mouse over any colored segment within a bar to see detailed information:

  • Segment name: The specific category, vendor, or group
  • Amount: How much was spent/earned in that segment
  • Percentage: What portion of the total bar this represents
  • Date context: Which day or period this data covers
Try it: Hover over different colored segments to explore your spending patterns

📊 Smart Segmentation

The chart automatically chooses the best way to break down your spending based on your current filters:

  • No filters: Shows spending by category groups (Food, Transport, Bills, etc.)
  • Group selected: Shows individual categories within that group
  • Categories selected: Shows individual vendors within those categories

📍 Persistent Details Panel

When you hover over a segment, a detailed information panel appears below the chart and stays visible until you close it. This lets you:

  • • Study the breakdown without keeping your mouse perfectly positioned
  • • Compare different segments by switching between them
  • • See sub-breakdowns (like vendors within a category)

Understanding Your Segments

🏷️ By Category Groups

When no filters are applied, see high-level spending areas:

  • • Food & Dining
  • • Transportation
  • • Housing & Utilities
  • • Entertainment
  • • And more...

📂 By Categories

When you filter by a group, see specific budget categories:

  • • Groceries vs Restaurant spending
  • • Gas vs Public Transport
  • • Rent vs Utilities

🏪 By Vendors

When you filter by categories, see individual merchants:

  • • Which grocery stores you use most
  • • Your most frequent restaurants
  • • Subscription services and their costs

Spotting Financial Patterns

📈 Healthy Patterns to Look For

  • Consistent income bars: Regular purple bars of similar height
  • Controlled spending: Red bars generally smaller than purple ones
  • Balanced segments: No single category dominating your spending
  • Predictable patterns: Similar spending distribution from month to month

⚠️ Warning Signs to Watch

  • Red bars exceeding purple: Spending more than you earn
  • Huge single segments: One category taking up most of your spending
  • Irregular patterns: Wild swings that are hard to predict
  • Missing income bars: Gaps in regular income sources

How Filtering Changes Your View

🔍 Focused Analysis

When you apply category or group filters, the spending activity chart recalculates to show only the transactions that match your selection. This gives you a focused view of specific spending areas.

Example: Filter by "Food" group to see only your dining and grocery spending. The bars will be smaller and show just food-related categories and vendors.

📊 Dynamic Segmentation

The chart's segmentation automatically adapts to provide the most useful breakdown:

  • • Start with no filters to see your overall spending distribution
  • • Add a group filter to drill down into specific spending areas
  • • Select individual categories to see vendor-level detail

💡 Spending Activity Tips

  • Look for days where red bars are unusually large to identify big spending events
  • Use vendor-level segmentation to find opportunities to consolidate spending
  • Compare weekdays vs weekends to understand your different spending patterns
  • Hover over segments you don't recognize to identify unusual or one-off expenses
  • Use longer time ranges to spot seasonal patterns in your income and spending