Can you drill down by category on your bank's site? What's the categorization UI like? That's something I'm optimizing for here. Also, the idea is to add columns to the "summary" table on the right that answer the questions you want answered. E.g.:

- past 30, 60, 90 days

- percentages

- this month, last month

- this year, previous year

- budget vs. actual

I want to see nothing but data and comparisons.

Am I answering your question?