One filtered set, five ways to look at it
Once your filter returns a result, you move between tabs without changing the underlying query — useful for comparing a summary view against the raw list, or a chart against a table, while investigating the same question from different angles.
Drill down without losing context
From the monthly breakdown, clicking into a specific month narrows the current result set in place rather than starting an entirely new query — so you can go from a category spike in one month straight to the individual transactions that caused it, all within the same investigation. A left-hand sidebar hosts the filters and can be collapsed at any time to give the charts and tables more room.
This report is best for investigating what already happened. For a trend view of the overall direction of your finances, see the cash flow report .