Stacked by category · top 7 by total spend, the rest folded into Other · hover for subcategories · click a bar to see that month's transactions
Income by month
Earned money only: transfers from savings, Schwab or your own accounts aren't counted · hover for who paid you · click a bar to see that month's income
Where it went
Share of spending by category, with its biggest subcategories · click to drill in
Insights
From the selected range
Biggest purchases
Largest single expenses in the selected range
Categories
Total in range · share · average per full month · monthly trend · click ▾ to collapse, or a row to see its transactions
Month by month
Shading is relative within each row, so heavy months stand out · click any cell to see its transactions
Budgets
A monthly limit per category. Leave blank for no budget.
Recurring bills & subscriptions
Same merchant in 3+ months at a steady amount · click a row to see its charges
Change a category from the dropdown. You'll get the option to turn it into a rule for that merchant.
Commissions
Add a commission, then tag its material purchases and client payments from the Transactions tab (the “Commission” column). Profit = payments − materials. All dates, not just the selected range.
Rules
Checked top to bottom; the first match sets the category. Fill in only the conditions you need. A category you pick on a single transaction always wins.
Trips
Everything you spend between these dates goes into Vacations: gas, food, lodging, activities. Rent, subscriptions, school, taxes, Zelle and online orders stay where they are.