The insights page summarizes your transactions for a date range, one transaction type at a time. Open it from the Transactions page; it lives at Transactions insights.
Insights answers "how much, broken down by what" for a single window. If you instead want the same numbers spread across consecutive periods — a grid of descriptions or tags against weeks, months, or years — use Transactions reports.
Choosing what you see
- Date range — a from – to button in the header sets the window. Your choice is remembered per browser, and the page opens on the last month through today by default.
- Expense / income toggle — a segmented switch picks which transaction type the page analyzes. Everything below reflects the selected type and range.
What it shows
- Stat cards — headline totals for the chosen type over the range.
- Breakdown by description — your transactions grouped by description.
- Breakdown by tag — the same amounts grouped by tag, using your configured tag colors.
Exporting
The Export action carries the current type and range to the insights exports page, where you generate a downloadable report. The breakdown picker is format-aware: PDF is a full report, XLS puts each breakdown on its own sheet, and CSV holds a single breakdown. Exports run in the background; see Export data.
On mobile
- The insights screen renders each breakdown as an interactive donut chart — tap a slice or legend row to highlight it — rather than the web bar/list layout.
- Pick the income/expense type and the timeframe (day, week, month, year, or custom); the totals and donuts update in place. Export runs from the web app.