Spending by category
Open Reports, then Spending. The report breaks your outflows into categories for the selected date range and ranks them largest first. Use it to:- Find the category that took the biggest share this month.
- Compare a category across the last 3 or 6 months by changing the date range.
- Confirm a category is tracking where you expected before it overspends.
Spending by payee
Open Reports, then Spending by Payee. Same data, grouped by merchant instead of category. This is the view for “which places am I actually spending at.” Use it to:- Spot a single merchant that quietly adds up across the month.
- Decide whether a recurring charge is worth a schedule.
- Catch a payee you meant to cancel.
Payee totals are only as clean as your payee names. If the same store shows up under three slightly different names, merge the payees and the report consolidates them.
If the numbers look off
- A category or payee looks too low — check for uncategorized transactions or splits that landed in a different category.
- A transfer is showing as spending — transfers between your own accounts should not count; see Transfers.
- Still wrong — see Budgeting troubleshooting.
Related
Budget vs Actual
Compare spending against what you allocated.
Filtering reports
Narrow by date, account, or category.