Navigate to Insights using the bottom navigation. Scroll down and select a category to explore. Tapping on the category will show you the details of how you spent or earned in that category across the time interval you’ve selected. View your biggest transaction and the average size of your transaction, as well as when you spent the most against that category.
Tip: Select the monthly interval on the Insights screen to get the most detailed view.
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Starting your financial journey is super simple!
To keep track of your spending, you first need to set up an account to spend from!
Press the + button on the first card on your dashboard. Select an account type and add how much you have in this account. You’re all set to track your spending!
Track your spending through the + button at the bottom of the screen. Select whether this is something you’re spending (an expense) or something you’re receiving (an income), or even if this is a loan you’ve taken or given to someone.
Add in the amount, category, and account you’re spending from – and you’re all set to record your transaction! Want to add more details so you can recall the transaction better? No, problem! You can add in a description, labels, link a receipt from your storage, and even connect it to an event happening in your life.
Take this to the next level and add a budget to decide what you can spend this month. Scroll to the bottom of the dashboard and press Create next to Your Budgets. Select a category and an amount you don’t want to cross; this will create a monthly repeating budget for you.