ClearCheckbook Knowledge Base

ClearCheckbook Knowledge Base

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Category Pie Reports

The pie reports show your categorical information in a pie chart per month.

Where to find this report

With the Categories tab selected, click on either the Pie link.

Category Pie Report - Location
Location of Category Pie reports

What does this report tell me?

The pie reports show a pie chart of your spending per month for the last 12 months. The report sums all sub categories into the parent for display in the charts.

Category Pie Report - Pie reports
Sample of pie reports

Report Options

By default the reports will show data for the last 12 months. If you are a ClearCheckbook Premium member who has more than 12 months of data you will see an option to select the Start Date at the top of the page.

Category Pie Report - Report Options
Report Options

There are also three more options for ClearCheckbook Premium members. Those options are explained in the table below.

Option Description
Start Date You can select the month and year you would like to have the reports start at.
Sub Category Breakdown If you want to see the sub category breakdown for a specific parent category, you can select that parent.
Charts for Account You can select an account from the list if you only want to see categorical data for that account.
Income Options There are three options you can choose from. Ignore Deposits - the default option. Completely ignores deposits from the charts. Sum Deposits and Withdrawals - show the combined sum of deposits and withdrawals. Show Only Deposits - Only shows income in the charts.

The screenshot below shows a Sub Category Breakdown for the Housing category. You can see this only shows the sub categories that belong to the housing category (as well as any spending tagged with the main housing category)

Category Pie Report - Viewing sub-category breakdown
Report Options - Viewing sub category data for Housing

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