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On this page
  • Setting the view
  • Setting the date range
  • Setting the time granularity

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  1. Finances

Analyze

Last updated 7 months ago

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The Analyze page is where you will find the Query Tool. This tool can be used to set up custom curated views of your income and expense data, in order to obtain insights beyond those offered in the default Lunch Money reports.

Setting the view

The Query Tool offers a number of ways to display your data, so that you can view the information in the way that best works for your needs.

The data viewing options include: , Pie Chart, Bar Graph, Line Chart, Stacked Bar

Setting the date range

To begin, set the date range for the data that you’d like to see. You can choose a predefined view from the drop-down menu, or enter a custom date range:

Setting the time granularity

You can change the time granularity (day, week, month, or year) by which you’d like to display the data, using the drop-down menu above the table: