R10 / Reports and Excel

Open the transactions behind a category

Learn how to open the transactions behind a category on Pennie's Reports page.

Find it: Reports > Tap a category row

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

Choose a category row

  1. Choose a category row
  2. Keep category ID, flow and dates
  3. Return with intended report state

Choose the Groceries row in Summary.

The route carries the category ID, flow and spending filter.

It also carries the selected month or inclusive custom dates.

Step 2

Read the actual detail layout

  1. Read the actual detail layout
  2. Keep category ID, flow and dates
  3. Return with intended report state

The Category Transactions detail shows saved Groceries rows.

September fifth's Market record supplies the sample amount.

Step 3

Custom dates use a range route

  1. Custom dates use a range route
  2. Keep category ID, flow and dates
  3. Return with intended report state

For Custom, the detail route carries Start and End dates.

End is displayed inclusively and queried with an exclusive following day.

It is not silently replaced with the current month.

Step 4

Return without an unintended reset

  1. Return without an unintended reset
  2. Keep category ID, flow and dates
  3. Return with intended report state

Returning keeps the intended prior Reports section and period.

Actual Android navigation still needs its separate device check.

Related page references

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