Personal Finance Tracker
Personal FinanceDocumentation
  • Guides
Overview
  • Introduction
Getting Started
  • Getting Started
  • Creating Your Account
  • Understanding the Dashboard
  • Setting Up Your Profile
Bank Accounts
  • Bank Accounts
  • Adding a New Account
  • Viewing Account Details
  • Editing Account Information
  • Managing Multiple Accounts
Transactions
  • Transactions
  • Filtering & Searching
  • Adding an Expense
  • Adding Income
  • Viewing Transaction Details
  • Editing Transactions
  • Bulk Editing
  • Deleting Transactions
Smart Input Features
  • Smart Input
  • Voice Input for Transactions
  • Receipt Scanning
Budgets
  • Budgets
  • Creating a Budget
  • Setting Budget Categories
  • Tracking Budget Progress
  • Editing Budgets
  • Budget Alerts
Goals
  • Goals
  • Creating a Financial Goal
  • Contributing to Goals
  • Tracking Goal Progress
  • Editing Goals
  • Completing Goals
Reports & Analytics
  • Reports
  • Viewing Financial Reports
  • Understanding Charts
  • Pie Charts & Breakdowns
  • Exporting Reports
  • Monthly/Yearly Summaries
Preferences & Settings
  • Preferences
  • Customizing Preferences
  • Notification Settings
  • Currency & Format
  • Account Settings
Tips & Best Practices
  • Tips
  • Budgeting Best Practices
  • Goal Setting Strategies
  • Organizing Transactions
  • Using Categories Effectively

Understanding Charts

Learn how to read and interpret the bar chart visualization

1

Yearly Bar Chart Overview

The Yearly Spending Chart shows monthly spending throughout the year with 12 bars (one per month).

  • X-axis shows month names (Jan, Feb, Mar, etc.)
  • Y-axis shows dollar amounts
  • Dashed line indicates max budget limit
Step illustration
2

Year Selector

Use the Year: dropdown in the top right to view different years. The current year is marked with a blue “Current” badge.

Available: Current year + previous 4 years

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3

Bar Colors Meaning

Bar colors indicate budget status:

Green - Under budget
Orange - Close to budget (80-100%)
Red - Over budget
Step illustration
4

Budget Reference Line

The dashed horizontal line shows your maximum budget limit. Bars extending above this line indicate over-budget spending for that month. The max budget value also appears in the top right corner.

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5

Interactive Tooltips

Hover over any bar to see a tooltip with exact spending amount and budget limit for that month.

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6

Chart Summary

The footer displays key insights:

  • Budget Status: Percentage over or under budget with icon (red trending up or green trending down)
  • Monthly Summary: Count of months under budget vs. over budget
  • Total Spending: Sum of all 12 months (top right)
Step illustration