Using the Spending tab

1. Click the Spending tab.
2. Use the filters at the top of the window to change the accounts, time period, and type of transactions (spending, income, or spending without taxes) that you want to see.
   
3. Click a slice in the pie chart to see the transactions in a particular category. You can also click any of the items in the legend. The list of transactions below the pie chart changes to show only the transactions in that category. Using the list you can easily change the categories and payees assigned to your transactions.
   
   • If transactions are assigned to the wrong category
     If any transactions are incorrectly categorized, click a transaction in the list below the pie chart and select the correct category.
   • If transactions are assigned to the wrong payee
     If transactions are assigned to the wrong payee, click a transaction in the list below the pie chart and select the correct payee.
   • To navigate back up
     To navigate back up, click the "breadcrumb" links in the upper left of the pie chart window.
4. Continue to click a slice in the pie chart or legend to see the transactions paid to a particular payee.

Note

If there are any uncategorized transactions, a message appears with a link that will take you to a list of the uncategorized transactions.