Expense by Category — unified drill-down

[yaroslav-khomyak]

Problem: Expense by Primary Category and Expense by Secondary Category are two menu items for one dataset at two zoom levels. To see what's inside a category, the user leaves one screen, finds the other, and re-applies the same date range and filters. The parent–child relationship is never visible on screen.

Proposal: One menu item, Expense by Category, with collapsible main categories.

Expense by Category                   August 2026

  ▸ Groceries                          12 400 ₴   38%
  ▾ Transport                           7 250 ₴   22%
        Fuel                            5 100 ₴   70%
        Parking                         1 300 ₴   18%
        Car wash                          850 ₴   12%
  ▸ Utilities                           6 900 ₴   21%
    Bank fees                             320 ₴    1%

Behaviour

Parent total = children + transactions booked directly on the parent.
Parent % = share of period total; child % = share of its parent.
Categories without subcategories show no chevron.
Both levels sorted by amount, descending.
Whole row toggles, not just the chevron.
"Expand all" / "Collapse all" in the header — expand all reproduces today's secondary-category view, so nothing is lost.
Expanded state survives date-range and filter changes.

Benefits: one menu item instead of two, filters applied once, hierarchy visible instead of remembered, no loss of existing functionality.

[mayswind]

In Insights Explorer, try selecting the Treemap Chart or Sunburst Chart and see if that is what you are looking for.

[yaroslav-khomyak]

It mostly does what I need, thanks
It would be nice to see the actual amount for the category at a glance, next to the Category name (at least for the large sections)

[mayswind]

The latest daily build supports displaying the corresponding amount below each text label in treemap charts.