Analysis

The Analysis screen answers a question the movements list can't answer at a glance: where does my money go? (and also: where does it come from?). It takes your movements, groups them by category and shows them in five different ways, each in its own tab. There's nothing to set up and no data to enter: it's just a lens over what you've already recorded.

The five tabs are: Distribution (one month's split as a donut), History (bars per period), Map (a proportional mosaic), Evolution (the time line of a single category) and Monthly table (a grid of categories by months). They share a set of common filters at the top, and every one of them lets you click through to the movements behind any figure.

Everything you pick (tab, filters, month, period…) is stored in the page address, so you can bookmark or share the link and get back the exact same view.

The common filters

Below the tabs there's a row of filters that applies to whichever tab you're on. On a wide screen they're always visible; on mobile they collapse behind a “Filters” button that shows a summary of the current state (for example “Expenses · Freelance · Real only”).

• Scope. All, Personal or Freelance. Limits the analysis to one scope of your movements.
• Type. Expenses or Income. The first four tabs show one or the other; the Monthly table is the exception: it shows income and expenses together, so the type selector doesn't appear there.
• State. Real only (movements that have already happened) or Include forecasts (adds the future movements from your recurring items and other forecasts). Real only by default.
• Include investments. If you have the investments module active, a checkbox to add (or not) the movements tied to investment operations.
• Tags. A picker to keep only the movements carrying certain tags.
• Period. The History, Map and Evolution tabs add a period dropdown (this month, last month, last 3/6/12 months, this year, previous year, two years, custom…). Distribution has its own month picker and the Monthly table its own.

Changing a filter affects both the view and, when you click a figure, the filter the movements list opens with: if you had “Real only” or some tags set, the jump keeps them.

Distribution: one month at a glance (donut)

The first tab draws a donut with how your expenses (or income) for one month split across categories. At the top, arrows to move month by month; next to each slice, a legend with the category's colour, icon, name, its percentage of the total and its amount. At the end, the month's total.

Click a category (on the donut or on its row) to expand it: a “View N movements” button appears and takes you to that category's movements list, already filtered to that month. It's the fast way to go from “I spent €340 on Food” to the detail of what you bought.

The “Compare” checkbox adds a second, fainter ring with the same split for the previous month, and shows a badge with the percentage variation against it. The colour of the variation is intuitive: for expenses, going up is red and down is green; for income, the other way around.

History: bars per period

The History tab puts your categories into stacked bars over time. A “Group by” dropdown sets the width of each bar: Day, Week, Month, Quarter or Year. The overall range comes from the period selector in the common filters (or, if you pick “Custom”, two month fields, “from”/“to”).

Each bar is split by category. To keep the chart readable, the ten heaviest categories are shown and the rest are grouped into an “Others” band. Hovering shows a box that breaks the bar down category by category with their amounts; below, a legend with icons.

Click a segment of a bar to jump to that category's movements for that exact period (the day, week, month, quarter or year you clicked). If there are many bars, the chart scrolls horizontally.

Map: the proportional mosaic (treemap)

The Map is a mosaic of rectangles where the size of each block is proportional to the amount of that category in the chosen period: at a glance you see which one eats your budget and which are crumbs. Inside each block, space permitting, you get the category's icon, name and amount.

The range is set by the period selector (the last 3 months by default); with “Custom” two date fields appear. Click a block to go to that category's movements for the period. On mobile, a long press on a block shows its name and amount without leaving the screen.

Evolution: a category line over time

The Evolution tab focuses on a single category and draws how it evolves period by period. You pick the category from a dropdown (it's filled with categories of the active type, expense or income, and starts on the first one) and the periodicity of the points: Weekly, Monthly, Bimonthly or Quarterly. The overall range comes from the period selector (or the “from”/“to” fields under “Custom”).

The line shows that category's expense (or income) at each point, and a dashed reference line marks the average across the periods with activity, so you can see at a glance when you've overshot or fallen short of your usual level.

Monthly table: the category × month grid

The Monthly table is a pivot: each row is a category, each column a month, and on the right a Total column per category. At the foot, three summary rows: Total income, Total expenses and Balance (income + expenses), both per month and as a yearly total. Unlike the other tabs, here income and expenses are shown together (there's no type selector): rows are ordered income first, then expenses, and by name. When the same category name exists with both types, an “(Income)” or “(Expense)” suffix is added to tell them apart.

The period is chosen with its own selector: This year, Previous year, Last 12 months or Custom (with “from”/“to” fields). The category header stays pinned as you scroll horizontally.

Monthly table: clicking cells and totals

Every cell with an amount is a button: clicking it opens a window with the list of movements for that category in that month (date, concept and amount). Expenses are shown in red. A grey dot “·” marks cells with no movements.

With Cuéntamo Más, this tab adds a layer of analysis by third party (tax ID):

• A cell's movements window includes a tax-ID column for each movement's third party.
• Clicking a category's yearly total opens the breakdown by tax ID: how much of that category went to each third party, with their name, amount and number of movements.
• Clicking any footer total (income, expenses or balance, for a month or the whole year) opens that same tax-ID breakdown of the movements behind it.

Without Cuéntamo Más, totals can't be broken down by tax ID; a category's yearly total opens its movements list directly. Third parties come from your tax third parties directory; movements with no third party are grouped as “No tax ID”.

Monthly table: excluding VAT and exporting to CSV

When the scope is Freelance, an “Exclude VAT” checkbox appears. Ticking it shows each amount as its taxable base (the amount without VAT), worked out from the VAT rate linked to each movement. It's handy to reconcile the table with what you declare: movements with no VAT rate are left as they are. For the full tax detail, see Freelancers and Tax forecast.

The “Export CSV” button downloads the table exactly as you see it —category rows with their months and total, plus the three income, expenses and balance rows— in a file ready to open in Excel or LibreOffice. The separator is the semicolon and the file carries an encoding mark so accented characters come out right.

From a number to its movements

The common thread across all five tabs is the same: no figure is a dead end. A donut slice, a bar segment, a map block, a cell or a table total… they all take you to the movements behind them, honouring whatever filters you had set. If, looking at the split, you spot a category that doesn't fit, you can fix the assignment from there; for bulk reclassification, the Concept classification screen is more comfortable. And once you understand where your money goes, budgets and the forecast help you set limits.