Welcome to the community @kim1arnold . In addition to the Doc Comparison report mentioned by @martha.rudkin here, you might also like the PnL Analyzer created by @KyleT. It would complement the comparison report and help see which month in your comparison, if YTD, that the spending varied too much in the Difference column. Also, Row 3 will let you know how many Uncategorized Transactions you have in the data, further improving your information.