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The Spending breakdown is the most-used view on the Spending page. It shows what share of your spending goes to each category - or, with one tap, each merchant.

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Where to find it

The breakdown sits at the bottom of the Spending page on both platforms - see Spending Overview for the full layout.

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Category vs merchant

A toggle at the top of the card switches the breakdown between the two views:
  • By category - groups spending into categories like Food & Drink, Shopping, Transportation, etc.
  • By merchant - groups every transaction from the same merchant together (so all your Amazon charges roll up under “Amazon”)
The selected month and other filters stay the same when you toggle.

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What the breakdown shows

  • Donut chart - the proportion of each category (or merchant) in the total
  • Ranked list - for each entry: name, dollar amount, percentage of total, and transaction count
  • “Other” bucket - the long tail rolled into one entry so the top entries stay readable
On the web - the list shows up to the top 10 entries with everything else collapsed into Other.On iOS - the list shows the top categories or merchants ranked by amount.

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Drilling into a category or merchant

On iOS - tap any category or merchant in the list. A sheet opens with the filtered transactions for that group in the selected month.On the web - clicking a slice or row highlights that segment in the donut for emphasis. To see the underlying transactions, jump to the Transactions page and apply a category or merchant filter.

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Picking a month

Both platforms have a month selector on the card. This Month and Last Month are quick options, with a dropdown for older months.
If a category looks higher than expected, tap into it (iOS) or use the Transactions page filters (web) to see exactly which charges drove the total.