# Spending Breakdown

> Spending Breakdown allows you to see categories by spending percentage and easily identify categories with a greater inflow than outflow.

Source: https://support.ynab.com/en_us/spending-breakdown-H1H7YxmD0

Last updated: 2026-07-02T17:33:07.840Z

View Spending Breakdown on web and mobile by tapping the Reflect tab. See your categories by spending percentage and easily identify categories with greater inflow transactions than outflows.

#### Reflect on Trends

You can also reflect on your [spending trends](https://support.ynab.com/en_us/spending-trends-H1inlhzAc) in the web app.

#### In This Article

[Overview](#overview)

[How to Filter Categories in the Spending Breakdown](#filter)

[How to Filter by Date in the Spending Breakdown](#date)

[How to View and Edit Transactions in the Spending Breakdown](#transactions)

[FAQs (Frequently Asked Questions)](#faq)

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## Overview

Spending Breakdown is a stack-ranked view of your top categories with spending totaled up by various time frames. You can use Spending Breakdown to reflect on whether your priorities align with your spending.

Spending Breakdown includes:

*   Your categories, sorted by spending percentage.
    
*   The option to review total spending for prior months.
    
*   The ability to filter by categories and accounts.
    
*   A Positive Inflow Categories section to easily see which categories have greater inflow transactions than outflows (especially helpful for reimbursement categories).
    
*   Visual improvements to Spending Trends, Net Worth, and Age of Money.
    

[Back to Top](#backtotop)

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## How to Filter Categories in the Spending Breakdown

### iOS

1.  Tap on the _Reflect_ tab.
    
2.  Tap on the Spending Breakdown overview card.
    
3.  Tap on the _filter_ (three narrowing lines) icon.
    
4.  Deselect or select categories as needed.
    
5.  Tap _Save_.
    

### Android

1.  Tap on the _Reflect_ tab.
    
2.  Tap on the Spending Breakdown overview card.
    
3.  Tap on the _filter_ (three narrowing lines) icon.
    
4.  Deselect or select categories as needed.
    
5.  Tap _Save_.
    

### Web

1.  Click _Reflect_ in the left sidebar.
    
2.  Click _Spending Breakdown_ at the top of the screen.
    
3.  Click the dropdown menu that references categories.
    
4.  Deselect or select categories as needed.
    
5.  Click _Done_.
    

[Back to Top](#backtotop)

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## How to Filter by Date in the Spending Breakdown

### iOS

1.  Tap on the _Reflect_ tab.
    
2.  Tap on the Spending Breakdown overview card.
    
3.  Tap _\[Month/Year\]_ for the month of your choice, or tap _Preset_ to review the last 3 months, last 6 months, last 12 months, year to date, previous year, or all dates. **Note:** Preset date ranges include the current month, even if the month isn't complete yet.
    

### Android

1.  Tap on the _Reflect_ tab.
    
2.  Tap on the Spending Breakdown overview card.
    
3.  Tap _\[Month/Year\]_ for the month of your choice, or tap _Preset_ to review the last 3 months, last 6 months, last 12 months, year to date, previous year, or all dates. **Note:** Preset date ranges include the current month, even if the month isn't complete yet.
    

### Web

1.  Click _Reflect_ in the left sidebar.
    
2.  Click _Spending Breakdown_ at the top of the screen.
    
3.  Click _\[Month/Year\]_ or _\[Month/Year\] - \[Month/Year\]_
    
4.  Select a preset option, or customize your own by selecting _Custom._ 
    
5.  If setting a custom option, click _Apply_.
    

[Back to Top](#backtotop)

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## How to View and Edit Transactions in the Spending Breakdown

### iOS

1.  Tap on the _Reflect_ tab.
    
2.  Tap on the Spending Breakdown overview card.
    
3.  Tap any category for a list of transactions.
    
4.  Tap a transaction to [edit it](https://support.ynab.com/en_us/how-to-edit-and-delete-transactions-BJG4oS1s).
    

### Android

1.  Tap on the _Reflect_ tab.
    
2.  Tap on the Spending Breakdown overview card.
    
3.  Tap any category for a list of transactions.
    
4.  Tap a transaction to [edit it](https://support.ynab.com/en_us/how-to-edit-and-delete-transactions-BJG4oS1s).
    

### Web

1.  Click _Reflect_ in the left sidebar.
    
2.  Click _Spending Breakdown_ at the top of the screen.
    
3.  Click any section of the Spending Breakdown chart for a list of transactions.
    
4.  Click any transaction to review it in the account register.
    
5.  While in the account register, you can [edit transactions](https://support.ynab.com/en_us/how-to-edit-and-delete-transactions-BJG4oS1s).
    

[Back to Top](#backtotop)

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## FAQs (Frequently Asked Questions)

### What is a positive inflow category?

Positive inflow categories are categories in which your total inflows are greater than your total outflows, often due to [refunds or reimbursements](https://support.ynab.com/en_us/how-to-add-income-and-other-inflows-H1ZNjfZJi#reimbursements).

Here's an example:

*   You purchased a flight **last** month for $200, categorizing the transaction to your Work Travel category.
    
*   You are reimbursed for the flight **this** month, and **no other activity happens** in your Work Travel category.
    
*   Your Work Travel category will be listed under the Positive Inflow Categories section of your Spending Breakdown with an inflow of $200.
    

#### Wondering why a category isn’t included?

You’ll see positive inflow categories **only if** the inflows are more than the outflows. If the total spending in that category was zero, or the spending is more than the inflows, you’ll see this category in the regular spending section of Spending Breakdown.

### How are hidden categories handled?

Hidden categories are shown in the Spending Breakdown in their original groups. When selecting categories, hidden ones are represented with an eye icon.

### What is Spending Trends on the web?

While the Spending Report is no longer available on the web app, we didn't remove the feature from the web. Spending Breakdown and Spending Trends provide you the same data you had access to before in the Spending Report.

[Back to Top](#backtotop)

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