Help center · Categories
Category rollups — month vs year
Pick a Rollup month or Year. Cards show This month / Last month / Total.
On this page
The Categories page in Extrack has two dropdowns at the top — "Rollup month" and "Year" — that select the period over which totals roll up. Each category card (mobile) or row (desktop) shows three numbers side-by-side: This month, Last month and Total. No status pills, no percent change badges — just the raw numbers for the period you picked.
Hide-zero toggle
The "Non-zero in period" toggle hides categories with no activity in the selected period. When enabled, a banner reads "Hiding 0.00 categories in {period}".
Frequently asked
Where are the on-track / over-budget pills?
Those live on the Budgets page, not Categories. Categories shows raw rollup numbers; Budgets shows status against your caps.
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