Grouped vs. sorted view

The Categories page has a toggle in the top-right labeled Sort by Average. It switches between two ways of looking at your category list. Both show the same data — the difference is organization.

Grouped view (default)

Categories are shown in a tree:

Expense
  Food & Dining
    Groceries
    Restaurants
    Coffee
  Utilities
    Electric
    Gas
    Water

Income
  Employer
  ...

Investment
  401k
  ...

The type headings (Expense, Income, Investment) act as section dividers. Inside each, the group headings roll up the totals of their children, so you can see at a glance that you spent $1,240 on Food & Dining total, across all three subcategories.

This is the mental model most people work in — it's easier to find a specific category when you know its group, and the rolled-up group totals answer common budget questions.

Sorted view

Flip the toggle on and the tree collapses into a flat list sorted by last month's average spending, largest to smallest:

Mortgage                    $2,100.00
Food & Dining > Groceries     $340.00
Coffee                         $78.50
...
Parking                        $12.00
Bank Fees                       $0.25

This is useful when you're trying to see what's really moving the needle — the categories at the top of the list are where your money actually goes. It's also a good way to spot "why is that so high?" outliers.

Rolling average columns

Both views show the same metric — a 12-month rolling average — evaluated at different points in time:

• Average — the rolling average as of last complete month.
• 1 Mo Ago — the rolling average one month before that.
• 3 Mo Ago — three months before.
• 6 Mo Ago — six months before.
• 1 Yr Ago — twelve months before.

Reading across the columns shows whether a category's spending trend is rising or falling. If the Average column is noticeably higher than the 1 Yr Ago column, that category's spending has been climbing over the past year.

A dash (—) in a column means there isn't enough history to calculate the rolling average at that point. A muted number means the value is zero for that window.