Spending

How To Use the Spending Wheel Tool

Open the menu, then select Spending.

A spending wheel showing your spending for the current month is displayed.

• Select the dates above the wheel to change your date range.
• Select any section of the wheel to see how much you spent for that category, along with a percentage of your total spending during the date range. You can also drag the wheel around until it displays the category you’re interested in.
  • The dotted line in the bar graph at the bottom illustrates your 90-day average for that category.
  • Select a bar in the graph to show the details for the chosen category during that month.
  • Below the bar graph, select View Transactions to show a list of transactions in your chosen category over your chosen dates.
• Select Income above the spending wheel to bring up your income wheel. Everything you can do with the spending wheel and bar graph, you can do with your income as well.

How To Change the Visualization

The Pie Chart visualization shows your spending and income as a spending wheel.

The Over Time visualization is a bar graph of your total spending or income over the last 12 months. A line graph represents your income. The current month will be highlighted by default.

The List option will show each category listed by the percentage of your spending that it accounted for. The percentage will be on the left, and the dollar amount will be on the right.

• Select the category to see a breakdown of each subcategory. Tap View all [category] Transactions to see each transaction in that category for the chosen period.
• You can select the forward or backward arrow next to the date at the top to move from one month to the next.

To change how you want to display your spending and income data:

1. Open the menu, then select Spending.
2. Select the menu icon, then select Pie Chart, Over Time, or List.