> ## Documentation Index
> Fetch the complete documentation index at: https://help.chainbook.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Analytics

> Analyze monthly cashflow, category breakdowns, and wallet balances over time

The Analytics page gives you a month-by-month view of your cashflow across wallets - ideal for financial reviews, reporting, and spotting long-term trends. Open it from **Analytics** in the sidebar.

<Note>
  Full analytics is included in the Pro plan. See [Billing](/features/billing) for plan details.
</Note>

## Controls

A row of controls at the top applies to the whole page:

| Control              | Description                                                             |
| -------------------- | ----------------------------------------------------------------------- |
| **Period**           | Segmented control: 3M, 6M, 1Y (default), or All                         |
| **Wallet selector**  | Multi-select dropdown - pick any combination of wallets, or All Wallets |
| **Include Internal** | Toggle that adds internal transfers to income and net figures           |
| **Export CSV**       | Downloads the monthly breakdown as a CSV file                           |

<Tip>
  The Include Internal setting is remembered in your browser, so it stays the way you left it on
  your next visit.
</Tip>

## Summary Cards

Three cards summarize the selected period:

* **Total Income**
* **Total Expenses**
* **Net Cashflow**

Each card shows a trend badge comparing the figure to the previous period of the same length (for example, the last 6 months versus the 6 months before). No trend is shown for the All time period, since there is nothing to compare against.

## Cashflow Overview

The Cashflow Overview chart plots each month in the period:

* **Bars** for monthly income and expenses
* A **line** for the monthly net

Hover over a month to see the exact income, expense, and net amounts.

## Monthly Breakdown

Below the chart, the Monthly Breakdown starts with a **period totals bar** (income, expenses, and net for the whole period) followed by one expandable card per month. Each month's header row shows its income, expenses, and net at a glance.

### Inside a Month

Expand a month card to see:

<Steps>
  <Step title="Summary pills">
    Quick totals for the month where applicable: Internal transfers, Swaps, Gas (included in
    expenses), and Slippage (an operational cost from swaps).
  </Step>

  <Step title="Income and Expenses by category">
    Every category that had activity, with its icon, share of the month as a percentage, amount,
    and a proportion bar.
  </Step>

  <Step title="Internal Transfers and Swaps">
    Listed separately from income and expenses - internal transfers are not counted in net
    cashflow, and swaps show any slippage treated as an expense.
  </Step>

  <Step title="End-of-Month Balances">
    The closing balance of each wallet at the end of that month.
  </Step>
</Steps>

### Category Drill-Down

Click any category row (or the Internal Transfers / Swaps rows) to expand it inline and see the transactions behind the number - date, counterparty, amount, and wallet for up to 5 transactions. If there are more, a **View all** link opens the Transactions page filtered to that category and month.

<Tip>
  Use the **Manage Categories** link in the Monthly Breakdown header to jump to the Transactions
  page, where categories are created and assigned.
</Tip>

## Exporting to CSV

Click **Export CSV** to download the monthly breakdown for the selected period and wallets. The file is named `chainbook-analytics-<period>.csv` (for example, `chainbook-analytics-1Y.csv`) and contains one row per category per month:

| Column     | Description                                                     |
| ---------- | --------------------------------------------------------------- |
| Month      | The month the row belongs to                                    |
| Section    | Income, Expenses, or Other                                      |
| Category   | Category name (Internal Transfers and Swaps appear under Other) |
| Amount     | Total for that category in that month                           |
| Percentage | Share of the month's income or expenses                         |

If the Include Internal toggle is on, internal transfers are counted in the income percentages, matching what you see on screen.

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Why don't internal transfers count toward net cashflow?">
    Internal transfers move funds between your own wallets, so by default they are excluded to keep
    income and expenses meaningful. Turn on **Include Internal** if you want them reflected in the
    income and net figures.
  </Accordion>

  <Accordion title="How is this different from the Dashboard?">
    The Dashboard is a snapshot of recent activity over day-based periods. Analytics is organized
    by calendar month, adds category-level breakdowns with drill-down, end-of-month balances, and a
    multi-wallet selector - built for reviews and reporting over longer horizons.
  </Accordion>

  <Accordion title="What are the Gas and Slippage figures?">
    Gas is the network fee spent on transactions; it is already included in your expenses. Slippage
    is value lost during swaps and is treated as an operational cost.
  </Accordion>

  <Accordion title="A month shows no category breakdown - why?">
    The month's transactions haven't been categorized yet. Assign categories on the Transactions
    page (or enable auto-categorization in Settings) and the breakdown fills in.
  </Accordion>
</AccordionGroup>