Pie Chart Cards¶

A pie chart card shows your spending as slices of a circle, so you can immediately see which categories take the biggest share of your budget.

For the fields every card shares (type, title, query, positioning), see Dashboard Cards: Configuration.

Extra fields for pie chart cards¶

Field	Required	What it does
`group`	Yes	Whether to group by `categories` or `tags`.
`method`	No	`sum` or `total`. Default: `sum`.
`hide_groups`	No	A list of group names to leave out of the chart.
`link_template`	No	A URL to navigate to when someone clicks a slice.

Note

Pie charts do not support max_groups. If you have many groups, consider using a bar chart instead, which does support limiting the number of bars.

`group` (required)¶

group: categories

or

group: tags

Which should you use?

Pie charts work best with categories. Because every expense belongs to exactly one category, the slices add up to a clean 100% and the proportions are meaningful.

Avoid grouping by tags in a pie chart. Since a single expense can carry multiple tags, one purchase could be counted in several slices at once, making the percentages misleading.

`method`¶

method: sum

sum: adds up all amounts. Every transaction type counts as positive.
total: income and savings withdrawals count as negative. Less common for pie charts, but available when needed.

`hide_groups`¶

hide_groups:
  - Uncategorized
  - Transfer

Excludes named groups from the chart. The match is case-insensitive. Useful for removing slices that would clutter the legend.

`link_template`¶

link_template: /budget/expenses/?search=cat%3D$GROUP_NAME

When set, clicking a slice takes you to this URL, with $GROUP_NAME replaced by the name of that slice's group. For the Uncategorized slice, $GROUP_NAME becomes none.

Visual notes¶

The legend appears below the chart.
Colours are drawn from a fixed set of 15. If you have more groups than colours, the palette repeats.
The chart adapts to light and dark mode automatically.
Use at least height: 3 so the chart and legend have enough room. Smaller cards may clip the chart.

Complete examples¶

Expenses by category¶

type: pie-chart
title: Expenses by category
group: categories
query: type=expense
link_template: /budget/expenses/?search=cat%3D$GROUP_NAME+type%3Dexpense
positioning:
  position: 3
  width: 6
  height: 4

Income sources¶

type: pie-chart
title: Income sources
group: categories
query: type=income
method: sum
link_template: /budget/expenses/?search=type%3Dincome+cat%3D$GROUP_NAME
positioning:
  position: 13
  width: 4
  height: 4