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See how your spending changes with Spending Trends

On the phone, see your income and expenses month by month, how your expenses split across categories and how each category changes.

Only in the mobile app

The Spending Trends screen draws three charts from your transactions: your income and expenses month by month, how your expenses split across categories, and how each category changes from month to month.

Before you start

Every plan includes it, on the mobile app only. It shows the transactions you have already recorded.

Steps

The Reports screen of the mobile app, with two cards: Expense Dashboard and Spending Trends. 1: Tap Reports at the bottom of the screen, then tap Spending Trends.The Reports screen of the mobile app, with two cards: Expense Dashboard and Spending Trends. 1: Tap Reports at the bottom of the screen, then tap Spending Trends.
  1. Tap Reports at the bottom of the screen, then tap Spending Trends Marker 1.
The Spending Trends screen of the mobile app: the Filters button and the dates at the top, the Monthly Spending Trend line chart with its Expenses and Income legend, and the Category Concentration pie chart with its list of categories and amounts. 2: In Monthly Spending Trend, the red line is your expenses and the green line is your income, with a point for each month. Touch a point to see its amount; 3: In Category Concentration, the pie shows how your expenses split across categories, with each slice’s share and the list of amounts beside it. It names up to six categories. When you have more, it shows the five biggest and groups the rest as Other; 5: Tap Filters to open the filters, and tap Hide to close them.The Spending Trends screen of the mobile app: the Filters button and the dates at the top, the Monthly Spending Trend line chart with its Expenses and Income legend, and the Category Concentration pie chart with its list of categories and amounts. 2: In Monthly Spending Trend, the red line is your expenses and the green line is your income, with a point for each month. Touch a point to see its amount; 3: In Category Concentration, the pie shows how your expenses split across categories, with each slice’s share and the list of amounts beside it. It names up to six categories. When you have more, it shows the five biggest and groups the rest as Other; 5: Tap Filters to open the filters, and tap Hide to close them.
  1. Read the dates under the title. The dates are the starting values when the screen opens: the period starts on January 1 of this year and ends today. The filters change them.
  2. In Monthly Spending Trend Marker 2, the red line is your expenses and the green line is your income, with a point for each month. Touch a point to see its amount.
  3. In Category Concentration Marker 3, the pie shows how your expenses split across categories, with each slice’s share and the list of amounts beside it. It names up to six categories. When you have more, it shows the five biggest and groups the rest as Other.
The Category Velocity section of the Spending Trends screen: a line chart with one line for each category and a point for each month. 4: Scroll down to Category Velocity (MoM). Each line is one category, with a point for each month, so you can see which categories grow or shrink. Touch a point to see the category and its amount. Categories with no spending in the period are left out.The Category Velocity section of the Spending Trends screen: a line chart with one line for each category and a point for each month. 4: Scroll down to Category Velocity (MoM). Each line is one category, with a point for each month, so you can see which categories grow or shrink. Touch a point to see the category and its amount. Categories with no spending in the period are left out.
  1. Scroll down to Category Velocity (MoM) Marker 4. Each line is one category, with a point for each month, so you can see which categories grow or shrink. Touch a point to see the category and its amount. Categories with no spending in the period are left out.
The filters of the Spending Trends screen: the Start Date and End Date fields, the Currency list and the Categories list. 5: Tap Filters to open the filters, and tap Hide to close them; 6: Change the period with Start Date and End Date. If you pick more than five years, the charts show the last five; 7: Choose the Currency that the amounts are shown in. The Expense Dashboard uses the same choice; 8: Choose the categories for the pie and the velocity chart. All are selected at first. The monthly chart always counts every category.The filters of the Spending Trends screen: the Start Date and End Date fields, the Currency list and the Categories list. 5: Tap Filters to open the filters, and tap Hide to close them; 6: Change the period with Start Date and End Date. If you pick more than five years, the charts show the last five; 7: Choose the Currency that the amounts are shown in. The Expense Dashboard uses the same choice; 8: Choose the categories for the pie and the velocity chart. All are selected at first. The monthly chart always counts every category.
  1. Tap Filters Marker 5 to open the filters, and tap Hide to close them.
  2. Change the period with Start Date and End Date Marker 6. If you pick more than five years, the charts show the last five.
  3. Choose the Currency Marker 7 that the amounts are shown in. The Expense Dashboard uses the same choice.
  4. Choose the categories Marker 8 for the pie and the velocity chart. All are selected at first. The monthly chart always counts every category.

Tip

Start Date, End Date, Categories, Expenses, Income, Other and Uncategorized are in English in every language.

How the numbers are counted

Amounts in other currencies are converted into the currency you chose with your exchange rates. When there is no rate, the amount counts 1:1, as everywhere in the app. Wallet currencies and balances explains it.

Tip

The monthly chart counts the expenses of every category, whichever you choose. A transaction with no category appears in the pie as Uncategorized. A transfer is not counted, except its exchange cost, which the monthly chart counts as an expense.

What you see

Three charts for the same period and currency. The pie and the velocity chart also follow your choice of categories; the monthly chart does not.

See where your money goes with the Expense Dashboard, Choose the categories you use.