How it works
The basics: Head to the Spending tab in your app, and toggle between Categories or Merchants. You can tap on individual transactions to view their specific details.
The date range: To use the date picker, tap the date range in the top-left corner. Choose one of our preset options, or a custom range that suits you. You can even align the first day of the month to match your payday.
Spending from Spaces: Next to the date range is the sources toggle, where you can select whether to include your spending from Spaces. When turned on, insights for your Spaces will be tagged, so it’s always possible to identify the source of your spending.
The graph: Your bar chart is defaulted to show spending for the current month. Just swipe back and forth on the graph to shuffle through previous months. Tap on an individual bar, and we’ll show you a total for the time period it represents.
Spending Insights shouldn’t be used as an accounting tool. To help you stay on top of tax, invoices and bills, try Toolkit!