The mini-graph appears in the lower left corner of the main window, below the source list. It is designed to provide a summary of your overall spending habits at a glance:
Similar to the "By Category" view in the Quick Summary and Custom charts, the mini-graph shows a breakdown of expense categories in which activity has occurred within a specified time period (see mini-graph settings, below). Transactions from all visible accounts are included in the mini-graph. Each pie slice represents the total amount of the transactions assigned to a particular category. The slices are drawn proportionally so that you can quickly get a sense of how your categories compare.
The name of each category is displayed with each slice, along with the number of sub-categories contained within it (where applicable). If you assigned custom colors to your categories, they will be used to color the pie slices; otherwise, iBank will assign colors automatically to differentiate them. To highlight a particular slice and view its category name, total amount, and percentage relative to the other categories included in the chart, click on the slice you want to see. Press one of the arrow keys on your keyboard to move the selection to another pie slice.
Double-click a pie slice to "dig down" and view more detailed information about it. If the slice represents a category with sub-categories inside it, double-clicking will break the slice into its component pieces (hold Command while double-clicking to show the sub-categories in their own chart). If the slice represents a category without sub-categories, a list of transactions assigned to that category (within the accounts and date range specified for the chart) will be shown. To "climb back up" towards the original pie graph, click the
button at the top-left of the chart view.
Above the pie chart is a figure representing the total amount of all transactions included in the chart, regardless of category. If you have included both income and expense categories in the chart, this total will include the income amounts even though the income categories are not displayed in the pie graph.
If you select an investment account or portfolio in the source list, The mini-graph will change to show you a summary of the securities you currently own:
Each pie slice represents the current market value of a particular security (click Get Quotes on the toolbar to make sure these figures are up-to-date). The slices are drawn proportionally so that you can quickly get a sense of how your securities compare. A security symbol is displayed with each slice; click any slice to view the market value of that security and its percentage relative to the other securities shown on the graph. Press one of the arrow keys on your keyboard to move the selection to another pie slice.
Double-click a pie slice to "dig down" and reveal a table of investment transactions pertaining to that security. To "climb back up" towards the original pie graph, click the button at the top-left of the chart view.
Above the pie chart is a figure representing the total market value of the selected portfolio.
Choose iBank>Preferences and click the Graphs button.
Under the "Mini-Graph" heading, drag the slider to set the maximum number of categories displayed on the mini-graph. All categories beyond the number specified will be merged and displayed as a single category named "Other."
You can also select the range of dates to be displayed, ranging from the past week to the last two months. Any transactions that fall within the specified range will be included in the mini-graph.