Context
The trends page answers "where did the money go" for one window at a time, through a donut. It cannot answer "is this category growing month after month". A bar per month, split by category, does — and the aggregate is already computed: the monthly summary returns month by category with planned, actual and forecast.
Decided / to settle
| Point |
Choice |
| Axes |
Months across, amounts up, one stacked bar per month |
| Stacking |
By category, expenses only, income excluded |
| Data |
The existing monthly summary, actual column |
| Window |
The report window, four months back and twelve forward |
| Filter |
Select a subset of categories; the bars restack on the selection |
| Category folding |
To settle — reuse the "Other categories" threshold of the donut, or show every category |
| Forecast months |
To settle — hide them, or draw them with a distinct fill |
Proposed solution
- Add a route or fragment serving the month by category matrix for the chart.
- Draw it as an inline SVG, in the style of the existing sparkline and donut, with the same tooltip behaviour.
- Add a category filter that restacks without a full page load.
Acceptance criteria
Related issues
Context
The trends page answers "where did the money go" for one window at a time, through a donut. It cannot answer "is this category growing month after month". A bar per month, split by category, does — and the aggregate is already computed: the monthly summary returns month by category with planned, actual and forecast.
Decided / to settle
Proposed solution
Acceptance criteria
.morecompiled.Related issues