Chart & Graph Modes
Switch between chart types and time ranges to surface different views of your finances.
Why Chart Modes Matter
Different questions need different views. "Is my net worth trending up over the year?" calls for a long line chart. "Where did this month's spending actually go?" calls for a category breakdown. "Am I on pace with my budget?" is a third question entirely.
Cadence keeps the same underlying data viewable several ways, so you can switch modes instead of digging for a new screen. If a chart isn't telling you what you need, the answer is usually one tap away.
Net Worth Chart
The net worth chart is a line chart of your total net worth over time. It combines every asset and liability you've added or linked into a single trajectory, so you can see whether the overall picture is improving.
You can change the time range to zoom in on a recent stretch or pull back for the long view.
For more detail on tracking what feeds the chart, see the Net Worth article.
Budget Trend Chart
The budget trend chart shows how your spending tracks against your budget across the selected range. It's designed to answer "am I on pace?" at a glance, plotting your spend against your budget over time.
Spending Breakdown
For a categorised view of where your money has actually gone, the spending breakdown lives in Insights & Reports. It uses pie and bar visualisations to slice your spending by category or by budget so the largest outflows stand out immediately.
Switching between pie and bar modes is useful: the pie shows proportion at a glance, while the bar makes it easier to compare categories of similar size.
Time Range Controls
Most charts share the same time range options:
- 1M - the last month, useful for short-term context.
- 3M - the last three months, good for spotting recent trends.
- 6M - the last six months, for a medium-term view.
- YTD - year to date, anchored to January 1.
- 1Y - a rolling twelve months.
- 5Y - the last five years, for the long arc.
- ALL - everything Cadence has on file.
Chart modes adapt to the range you choose. A budget trend over 1M shows daily progress, while the same chart over 1Y aggregates by month so it stays readable.