Spending Overview - Mobile

  • Updated

Have you ever asked yourself how much you spent on gas last month? Or how much of your money goes to clothes every year? The Spending panel can answer those questions and do a whole lot more.

Because the app automatically categorizes your transactions, and because you took the time to fill in the gaps left by uncategorized transactions, you can now take that data and break it down into an easy-to-understand format.

The Spending panel breaks down how much you spend in various categories and how much income you bring in.

On the Dashboard, the Spending panel will display a colorful wheel and a list of categories. Each slice of color on the wheel represents how much you spent in the associated category. In the middle of the wheel, you’ll see how much you’ve spent in total over the last 30 days.

  1. Swipe left on the panel to see your monthly spending and income histories over the last year in a bar graph, with a monthly average at the top.
  2. Tap anywhere on the Spending panel to bring up more details. 

Tour of the Spending Wheel

In the main window of the Spending panel, a larger version of the spending wheel for the month and a bar graph below for the past year are displayed by month.

  • Tap the dates above the wheel to change your date range. 

  • Tap the forward and backward buttons above the wheel to change the date range by one-month increments. 

  • Tap any section of the wheel to see how much you spent for that category, along with a percentage of your total spending during the date range. You can also drag the wheel around until it displays the category you’re interested in.

    • The dotted line in the bar graph at the bottom illustrates your 90-day average for that category.

    • Tap a bar in the graph to show the details for the chosen category during that month.

    • Below the bar graph, tap View Transactions to show a list of transactions in your chosen category over your chosen dates.

  • Tap Income above the spending wheel to bring up your income wheel. Everything you can do with the spending wheel and bar graph, you can do with your income as well.

 

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

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