Walk through the reporting experience from the moment you filter your transactions to the moment you compare income, expense, and net worth trends. Use the callouts and sidebar outline to support training sessions or customer documentation.
This guide mirrors the interactions in the Statistics card and full-screen dashboard. Add updated screenshots, tooltips, and troubleshooting tips as builds evolve so the reference stays accurate.
Filter your transactions from the Transactions tab before opening the statistics. The summary card beneath the list always mirrors the filtered set, so every total and chart reflects the same selection you are reviewing.
While the summary recalculates, a compact progress bar shows completed versus total steps. Once ready, the card lists the title, counts for incoming and outgoing entries, combined totals in your home currency, and a per-currency breakdown powered by the built-in conversion service.
Keep an eye on the progress bar when you tweak filters or switch your base currency—it is the first signal that the data is refreshing with your latest choices.
Tap anywhere on the summary card to reveal the full Statistics view. The filtered transactions, title, and summary metrics carry over instantly so you can continue analysing the exact slice of data you were just browsing.
At the top of the Statistics screen, the title sits alongside incoming and outgoing operation counts and the per-currency amounts—complete with familiar symbols when available—to match the compact card.
Use the controls above the charts to tailor the experience. Each option updates immediately, so you can compare how different settings affect the visuals and totals.
Use the “Display Currency for Charts” picker to decide which currency powers the circular diagrams. Each option lists the code, name, and symbol, and your selection is remembered for your next visit. If no currencies exist yet, the page explains how to add them.
Adjust the “Other” slice threshold (0–100%) to control when tiny categories bundle together. Values support decimals with dots or commas, and the charts cap at ten slices—anything smaller becomes part of the grey “Other (#)” segment that shows how many categories merged.
Toggle “Include data from hidden accounts” to bring tucked-away balances in or out of the charts. Totals refresh instantly so you can compare both views, and if excluding hidden accounts leaves nothing to show, the interface explains why.
Once the Inflation feature is enabled in Settings → Features, switch on “Include inflation adjustment” to add inflation-aware values. Charts and tooltips clearly distinguish original numbers from their inflation-adjusted counterparts.
The net worth timeline always counts every asset account—including hidden ones—to keep the historical view complete. Add a note in the live docs so readers understand why totals may differ from filtered charts.
The net worth section plots each day between your earliest and latest transaction, starting with opening balances and converting every entry into your home currency. If inflation is enabled, a second line compares today’s value against original amounts.
Tap along the line to reveal the date, original value, and inflation-adjusted figure (when available). Axis labels use month/day formatting for quick scanning, and the chart only appears when meaningful data exists.
Showcase the progress bar at the top of the Statistics screen—it counts through each calculation step while the net worth history prepares in the background.
After choosing a display currency, the first chart summarises money in versus money out under “Income vs Expense.” A loading progress bar appears while data prepares, and each slice shows both amounts and percentages. Tap any slice to reveal the original totals in each currency before conversion.
Use the colour-coded legend to hide or show slices. Hidden entries display a strikethrough so readers know what is suppressed, and the “Reset View” button brings everything back if you hide too much. If both slices are hidden, the chart reminds you to restore them.
The “Income Sources” circle highlights where money comes from, grouped by account. It uses the same loading bar and gracefully hides when data is unavailable.
Tap any coloured slice to review original totals in each currency for that account. Selecting the grey “Other” segment opens a list of every grouped category with its chart-currency value. Legend toggles and reset controls mirror the previous chart.
“Expense Categories” mirrors the income chart but focuses on outflows. It respects the hidden-account setting, displays the same progress bar while loading, and lets you inspect each slice for currency-by-currency totals.
The grey “Other” area reveals the combined categories and their values. Reset and legend actions behave exactly the same to keep navigation consistent across charts.
Colour swatches under each circle act as toggles. Tap a label to temporarily hide that slice—it fades and gains a strikethrough—and tap again to restore it. Hidden items remain in the list so nothing disappears permanently.
Whenever you tap a slice, a pop-up lists the original amounts in every currency, using proper symbols when available. Tapping the grey “Other” slice shows each folded category with its amount expressed in the chart currency for easy comparison.
The summary card and every chart share the same progress indicator with “done/total” numbers so readers can tell how far the calculations have progressed. The bar updates step by step as the app processes transactions, account groups, and net worth days.
Note how empty states explain why nothing appears—filters may exclude every transaction, hidden accounts may remove remaining data, or a display currency may still need to be selected.
Avoid leaving blank panels. Include guidance on adjusting filters or enabling currencies so the interface always teaches the next step instead of confusing the reader.
Remind readers that the Statistics page always reflects the current transactions list. Encourage them to set up filters first, then open the card for an instant deep dive into that timeframe or set of accounts.
Point out that the top bar is labelled “Statistics” so they know where they are while scrolling. The chart currency choice is remembered for next time, and the “Other” grouping keeps circles tidy by default while still letting users expand the full detail when needed.