Spending (Expenses)

See where money goes: category breakdowns, trends, and every expense in one table.

The Spending page

The Spending page breaks down your expenses for any period.

Choosing what you're looking at

  • Period filter — This month, Quarter, Year to date, or a custom range with a date picker.
  • Category focus — click any slice of the category strip (or a chip in the table) to filter the entire page to that category; "All categories" resets.

What's on the page

  • Spending overview — total spent, number of entries, budget left, daily and per-entry averages, and your single largest entry, plus the category composition strip.
  • Quick tip — a suggestion like setting a cap on a category that grew versus last month.
  • Category spend — a donut with a ranked category list.
  • Spending trend — spending over the months, so you can spot drift.
  • All transactions — a searchable, sortable table of every expense in the period (Merchant, Category, Card, Date, Amount) with pagination and a total. Click a row to edit.

Things to know

  • Card statement payments appear here under the Credit card category (named "(Card name) bill"). The individual card purchases appear under their own categories. See Credit card statements and bills.
  • The Add expense button here opens the transaction form locked to expenses.

On this page