How to Create Custom Charts of Your Transactions

Numbers in a table only tell you so much — sometimes you need to see your spending to really understand it. That's exactly what the Charts section on StatementOrganizer is for.

How to build a custom chart:

1. Open Charts from the menu at statementorganizer.com.
2. Apply filters to focus on exactly what you want to visualize — search by description, choose one or more categories, select specific entities, or pick a date range.
3. Watch your chart update instantly, showing your filtered transactions in a clear visual format.
4. Adjust filters as needed — comparing two categories, a specific account, or a custom time period is just a few clicks away.

Charts are great for spotting things that are hard to see in a plain list — like a category that spikes seasonally, or how your spending compares month over month. Because the data comes straight from your parsed statements, there's no manual chart-building involved.

You can combine multiple filters at once, such as viewing just travel and dining spend together across a specific account, all in the same visual. When you want to start over, a single reset icon clears everything instantly.

Whether you're a visual thinker or just want a quick gut-check on your spending, Charts turns your raw statement data into something genuinely easy to read.

Explore your own Charts on StatementOrganizer today.