Vendor Reports & Custom Reports: Every Slice of Your Spending, On Demand
Two new analytics views let you zoom into any piece of your financial picture — whether that's a single store or a fully custom filter — and get instant totals, charts, and breakdowns without touching a spreadsheet.
The question that's always a few clicks too far
How much did we spend at Costco last year? What did dining out cost us in Q1? How much have we put into home improvement since January?
These are simple questions that used to require a mental note, an export, or enough scroll-and-squint time to make you give up. Now they each take about two seconds.
Part 1: Vendor Reports
Every vendor in Uncommon Cash now has a dedicated report page. Open any vendor and you immediately see a full financial summary for that store or service — no filters required.
Total spend at a glance
See total spend, transaction count, date range, and net amount for every vendor — all on one page.
Category breakdown
A pie chart shows how your spending at a vendor splits across categories. Does Amazon mostly hit Home or Entertainment?
Month-by-month chart
A bar chart shows spend (and income) per month — useful for spotting seasonal patterns in subscriptions or services.
Full transaction list
Scroll down to see every transaction from that vendor, with dates and amounts, so you can audit or edit anything.
Stat cards
Total Spend, Transactions, Date Range, and Net Amount are always shown at the top — the headline numbers for that vendor across all time.
Category breakdown pie chart
See how your spending at this vendor distributes across categories. If your Costco charges bounce between Groceries, Household, and Gas, the pie chart shows you the exact split.
Monthly bar chart
Spend and income are charted month by month, so you can see whether that service is seasonal, growing, or surprisingly consistent.
Category breakdown table
Below the charts, a table lists every category with its transaction count and total — useful for a quick audit before you decide whether to recategorize anything.
Part 2: Custom Filter Reports
Vendor reports answer "how much did I spend at X?" Custom reports answer anything else. Set any combination of filters on the Transactions page, then tap Report to get a full analytics breakdown of exactly that slice.
Any filter combination
Search text, category, vendor, account, date range, amount range, tag, or automation rule — combine as many as you need.
Instant stat cards
Total spend, transaction count, date range, and net amount update instantly based on your filters.
Category mix pie chart
Even when filtering across multiple vendors, see how the spend breaks down by category.
Monthly trend chart
Filter to a specific category or vendor and see whether your spending in that slice is growing, shrinking, or steady.
Filters you can combine to build your report:
- Keyword search — find every transaction mentioning "gym" or "streaming"
- Category — scope to a single spending bucket
- Vendor — same as the Vendor Report, but with all your other filters on top
- Account — see only one bank or credit card
- Date range — last quarter, last year, or any custom window
- Amount range — filter to transactions above or below a threshold
- Tag — pull every transaction you tagged for a trip, event, or project
- Automation rule — see which transactions a specific rule matched
The report preserves your filter context — hit the back button and you return to the exact filtered Transactions view you started from, nothing reset.
How to get started
- 1
Open a vendor
Go to Vendors and click any vendor name to open its detail page.
- 2
Review the stats and charts
The page loads total spend, transaction count, date range, net amount, a category breakdown pie chart, and a month-by-month bar chart automatically.
- 3
Build a custom report from Transactions
Go to Transactions, set any filters you want, then click the Report button to see a full breakdown of just that slice.
Questions you can answer in under 10 seconds
- How much did we spend at Costco last year, and which months were the biggest?
- What did dining out actually cost in Q1 — the full number, across every restaurant?
- How much have we put into home improvement since January, by category?
- How much did our last vacation cost, once you tag all the transactions?
- What did all Amazon charges over $50 add up to this year?
- How much did we spend on subscriptions in the last six months?
See your spending in a new light
Sign up for Uncommon Cash and run your first vendor report or custom filter report in minutes.