Chart Types

Finta stores expenses as negative amounts and income as positive amounts. Keep this in mind when choosing a value field — and use a filter to separate spending from income when you want a clean breakdown.

Metric

A single headline number — for example, total spend this month.

Option	Description
Value	The field to measure.
Calculation	Sum, Average, Min, or Max.
Date field & Granularity	Optional. Bucket the metric by day, week, month, quarter, or year.
Compare to previous period	Show the change versus the prior period, with an up/down indicator.
Show increase as positive	Controls whether an increase is styled as good (green) or bad (red) — useful for spending vs. revenue.

Bar

Compare a value across categories or over time.

Option	Description
Value	The field to measure.
X-Axis	The field to plot along the bottom (a category, or a date field for a time series).
Calculation	How to aggregate values within each bar.
Group By	Optional. Split each bar into a series by a second field.
Stacked	When grouping, stack the series into a single bar instead of placing them side by side.

Option

Description

Value

The field to measure.

X-Axis

Usually a date field; also supports categorical axes.

Calculation

How to aggregate values at each point.

Group By

Optional. Plot a separate line per value of this field.

Donut

Show how a total breaks down across categories.

Option	Description
Value	The field to measure.
Group By	The field that defines each slice (for example, Category).
Slice minimum	Slices smaller than this share of the total are combined into an Other slice.

Donut slices are sized by the absolute magnitude of each category’s total, and the center shows the absolute combined total, so a spending breakdown reads naturally even though Finta stores expenses as negative numbers. Filter out income first for the cleanest breakdown.

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Charts

Metric

Bar

Line

Donut

​Metric

​Bar

​Line

​Donut

Metric

Bar

Line

Donut