R09 / Reports and Excel

Find your largest spending categories

Learn how to find your largest spending categories on Pennie's Reports page.

Find it: Bottom tabs > Reports

Video walkthrough

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Page-reference preview

Worked examples use sample data, not your account. Reference screenshots show the current app controls in a Windows preview; their example amounts may differ from this lesson. Android system prompts vary by device.

Step 1

Find Where your money went

  1. Find Where your money went
  2. Compare recorded category amounts
  3. Use like periods and filters

Summary lists saved expense categories in Where your money went.

These rows are not the Trends pie chart.

Read each category's amount beside its name.

Step 2

Read largest amounts first

  1. Read largest amounts first
  2. Compare recorded category amounts
  3. Use like periods and filters

Rows are ordered by the magnitude of recorded category activity.

Entertainment is the largest ordinary expense category in this sample.

A category name is not proof of a payment gateway's purpose.

Step 3

Use a saved spending label

  1. Use a saved spending label
  2. Compare recorded category amounts
  3. Use like periods and filters

Essential changes the relevant category detail.

Compare categories within the same period and filter.

Summary's overall expense total remains all-spending.

Step 4

Use a row to investigate

  1. Use a row to investigate
  2. Compare recorded category amounts
  3. Use like periods and filters

Tap a category row to inspect its saved transactions.

The drilldown retains the category identity and period.

The next lesson follows that route.

Related page references

Screenshot

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