ZerosumZerosum
Apr 21

Analytics- by Payee

If I create a report from the “by payee” chart I can filter this by selecting tags, accounts or payees. However, I cannot filter by categories. Example: I want to find out how much I spent in my Home Improvement category but broken down by Payee. I cannot seem to do this? Similarly I cannot filter a “By Category ” or “By Tag”’ report by payee.Thank you 
CompletedCompleted
Apr 22, 2026

Thanks for completing this! I have tested fairly thoroughly in the By Payee, By Tag and By Category areas including setting up some new presets. I'm very happy with the outcome.

Completed
changed status toCompleted·Apr 22, 2026
Apr 22, 2026

This is now done :) Summary of what changed: By Payee view can now be filtered by categories (e.g. "how much did I spend at each payee, but only within Home Improvement?") By Category and By Tag views can now be filtered by payees Spending Trends was included as a natural adjacency (same underlying report as By Category) — so you can trend Groceries spending over time, narrowed to a specific store The same cross-dim pickers are now available in the matching dashboard widgets (Spending by Payee, Top Payees, Spending by Category donut, Spending Trends, Top Transactions) Desktop popover, mobile drawer, and widget-settings dialog all covered Let me know if you run into anything.

Progress
changed status toIn Progress·Apr 22, 2026
Planned
changed status toPlanned·Apr 21, 2026