Spending Breakdown Analysis

Visualize where your money goes with smart pie charts that automatically adapt to show the most relevant breakdown of your spending.

Smart Drill-Down System

🔄 Automatic Mode Switching

The chart automatically chooses the most useful way to break down your spending based on your current selection:

Group Mode: No filters applied - shows broad spending categories (Food, Transport, etc.)

Category Mode: Group selected - shows specific budget categories within that group

Vendor Mode: Categories selected - shows individual merchants and stores

👆 Click to Navigate

Click on any segment to automatically apply filters and drill down to the next level of detail:

  • • Click a group segment → See categories within that group
  • • Click a category segment → See vendors within that category
  • • Use the chart controls to clear filters and zoom back out
Try it: Click on your largest spending segment to see what's inside

Interactive Hover Analysis

🎯 Center Display

The center of the doughnut acts as an information hub:

  • Default: Shows total spending amount and current breakdown mode
  • On hover: Displays segment name, amount, and percentage of total
  • Live updates: Changes instantly as you move between segments

✨ Visual Feedback

Hover effects help you explore your data:

  • • Segments lift outward when hovered
  • • Cursor changes to indicate clickable segments
  • • Smooth animations guide your attention

Adaptive Display

📱 Screen Size Optimization

The chart adapts to your device and available space:

  • Large screens: Shows segment labels directly on the chart
  • Small screens: Hides labels to maximize chart size and clarity
  • Dynamic sizing: Adjusts chart proportions based on container size
  • Smart cutout: Center hole size adjusts for optimal readability

🏷️ Intelligent Labeling

Labels appear only when they enhance understanding:

  • • Only segments representing 5% or more of spending get labels
  • • Font sizes scale with available space
  • • Labels position intelligently to avoid overlap

Understanding Each View Mode

📊 Group Mode (Starting View)

Perfect for understanding your high-level spending distribution

  • • Food & Dining
  • • Transportation
  • • Housing & Bills
  • • Entertainment & Lifestyle
  • • Healthcare
Use this to: Identify your biggest spending areas

📂 Category Mode (Drill-Down)

Shows specific budget categories within a selected group

  • • Groceries vs Restaurant spending
  • • Gas vs Public Transport vs Parking
  • • Rent vs Utilities vs Internet
Use this to: Compare related spending categories

🏪 Vendor Mode (Detailed View)

Shows individual merchants and service providers

  • • Which grocery stores you prefer
  • • Your most frequent restaurants
  • • Subscription services and their costs
Use this to: Find opportunities to consolidate or negotiate

How to Analyze Your Breakdown

🔍 Look for Imbalances

  • Dominant segments: One category taking up 40%+ of spending might need attention
  • Surprising segments: Categories larger than you expected indicate areas to review
  • Tiny segments: Very small categories might be candidates for budget consolidation

📈 Track Changes Over Time

  • • Compare the same time periods across different months or years
  • • Look for seasonal patterns (higher utilities in winter, travel in summer)
  • • Notice when new segments appear or existing ones change significantly

🎯 Use Different Time Ranges

  • Weekly view: Spot daily spending habits and weekend patterns
  • Monthly view: See your typical spending distribution
  • Quarterly/Yearly: Identify longer-term trends and seasonal changes

When No Data Appears

If you see "No Spending Data" it means no payment transactions were found for your selected time period and filters. This could happen when:

  • • The selected time period has no transactions
  • • Current filters exclude all spending (only income exists)
  • • You're looking at a future date range
Try adjusting your time range or clearing filters to see your data.

💡 Spending Breakdown Tips

  • Start with Group Mode to see your spending at a high level, then drill down into problem areas
  • Click on your largest segment to understand what's driving your biggest expenses
  • Use Vendor Mode to identify opportunities to consolidate spending or find better deals
  • Compare different time periods to spot trends and seasonal patterns in your spending
  • Look for segments that are surprisingly large or small compared to your expectations