Transactions page pie chart

You may want to see a breakdown of the transactions from an account or search, into income and expense or into categories. Select the pie graph icon on the top of the Transactions page

You will then see a pie chart showing the total of your income and expense transactions. You can hover on the name or section of the pie chart to see the percentage and totals for the section. 

You can then then click on either the income or expense section of the pie chart to see your main income or expense categories. If a category has sub-categories, you can then click on the category and it will show a breakdown of the sub-categories within the main category. If the category doesn't have sub-categories and you click on it, the section will separate from the pie chart and it will show the total on the right side, where you can choose to see all the transactions in this category, for this period.

You can also choose to reset the graph back to the income and expense sections or switch between the income or the expense category pie charts.

You can change the period of the pie chart by clicking on the date and adjusting the date range.

Notes

  • At the moment you can only drill-down into the categories and not go back to the main category above once drilled down. In the meantime, you will need to reset the graph and drill back down again .

  • If a category contains sub-categories it will display the total for all transactions assigned to the parent catgory and all the sub-categories.

  • If you want to remove transfers from the pie chart, you can change the 'Transaction type' search criteria to only show 'Non-transfer' transactions. We have an article that explains how to use the Bank Statements search at: How do I search my transactions?

Transactions

  1. Transactions page overview
  2. Importing transactions into PocketSmith
  3. Dealing with cash transactions
  4. Manually add transactions to an account
  5. Deleted transactions keep returning
  6. Export specific transactions
  7. Searching your transactions
  8. Editing Saved Searches, Filters and Category Rules
  9. Delete a Saved Search, Filter or Category Rule
  10. Find the original merchant name for a transaction
  11. Dealing with transfers between accounts
  12. Change the order of Saved Searches, Filters and Category Rules
  13. Transactions with "&amp" in the merchant name
  14. Transactions page pie chart
  15. Remove transfers from the transactions pie chart
  16. Exporting all of your transactions
  17. Viewing all the transactions in a category
  18. Categories changing back or disappearing on some transactions
  19. Transactions uncategorized when imported from Live Feed
  20. Pending transactions from the Live Feed
  21. Allowing re-import of deleted live bank feed transactions
  22. Brackets around negative values
  23. Move transactions to another account
  24. Reviewing imported transactions
  25. Marking transactions as transfers
  26. Splitting a transaction
  27. Deleting a transaction
  28. Using Filters to automatically categorize and edit transactions
  29. Edit a transaction
  30. Edit many transactions in bulk
  31. Using Category Rules to automatically categorize transactions
  32. Send business expenses to Xero
  33. How to use Labels for transactions
  34. Error message about Account Code, when sending transaction to Xero
  35. Add Labels to transactions
  36. Rename or delete a Label
  37. Changing the merchant name of a transaction
  38. Categorize your transactions
  39. Remember a category for a merchant
  40. Stop new categories from automatically appearing
  41. Restoring the original merchant name to a transaction
  42. Find and edit the Filter that was applied to a transaction
  43. Categorize items page

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