How do I click down and see transactions under each category for a selected period?

Hi @Ritz - I created a view of all income and expenses for a given time period called PnL Analyzer and updated it recently to add a feature similar to what I think you’re looking for - you click a checkbox in Column A for a particular Category row and it will automatically display the underlying transactions. The displayed transactions don’t necessarily reduce to a smaller time period than the main report, but there is sorting and color banding available to make viewing smaller periods easier.

There is also a great community solution called Transaction Tracker developed by @yossiea that you could try out rather than applying a filter on your transactions tab. It’ll give you a lot of flexibility to search by different time periods.