Possible to ignore Category Groups in spending report?

When looking at the Spending report, the interesting nouns for me are almost always Categories. However, it seems that the spending report always first shows top-level Category Group breakdowns, and will only show me Categories if I then choose a specific Category Group to drill down into. [And once I've drilled into a certain Category Group, I no longer have the "big picture" of all my spending in front of me -- just the picture within my "True Expenses" group or whatever group I've drilled into].

What I usually want from the Spending report is the view I would get if I simply put all my Categories into a single Category Group. However, I don't actually want to jam all of my categories into a single category group, since I otherwise like the organization of groups and categories for when I'm doing my day-to-day budgeting.

This feels like such a desirable option for the Spending report that I keep thinking I must just be missing a toggle somewhere...? Thanks as always!

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  • Have you looked at the Income & Expenses report? It's a tabular format rather than a graphical donut.

     

    Having all your categories in a donut would be unwieldy and impossible to read, which is why I think it does a drill down.

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      • W R
      • hawthornesfalcon
      • 2 wk ago
      • Reported - view

      nolesrule they have this problem even within a category group today, and they solve it by only breaking out the top N categories and lumping all else together into a single "other categories" bucket in the visualization. This would be perfect for my use case as well, which is why I was asking if it was possible. 

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      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 13 days ago
      • Reported - view

      W R I'll be honest I still don't get it. The more categories in the visualization (especially in "other") the less useful it is. Personally I don't find it useful at all when Other makes up more than about 5% of the total. I look at my category group breakdown and Other is at over 10%. If you limited it to categories only, you're going to get a huge "Other". On the flip side, if you don't go with "Other" you are going to get such tiny slivers that it doesn't matter.

      The end result would be something only useful when you are filtering to a smaller number of categories.

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      • W R
      • hawthornesfalcon
      • 13 days ago
      • Reported - view

      nolesrule to each his own of course. But suppose for example your spending is dominated by 4 categories, say 2 in the "immediate obligations" group and 2 in the "true expenses" group. Together, these 4 categories account for 60% of your spending. It seems pretty useful to be able to see the trends report directly showing you all 4 of these categories at once over the past N months. Today the trend report can only show you two big blobs for the category groups.

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  • You can export it to CSV and delete the Category Group Column.  If you sort the amount column, you'll see what Category is your biggest spend as well.  Hope that helps.

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      • W R
      • hawthornesfalcon
      • 2 wk ago
      • Reported - view

      Blue Moose yes, exporting to csv and visualizing in a spreadsheet myself is the only workaround I can see today, but it would be amazing to have this option right in ynab...

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      • Superbone
      • YNAB convert since 2008
      • Superbone
      • 2 wk ago
      • Reported - view

      W R Sounds good to me:

      Feature Requests

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      • W R
      • hawthornesfalcon
      • 13 days ago
      • 1
      • Reported - view

      Superbone (filed, thanks)

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