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The Trends Widgets lets end users view their income and spending in categories over the last 3, 6, 9, or 12 months in one visualization. In the chart, each category is represented by a colored section, with categories stacked on top of each other. The height of each colored section represents the amount the end users spent that month. If spending in a category is less than 3%, then it’s included under the Other category.

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Key Features

  • View transactions by category over the last three months, six months, nine months, or year
  • Select a category and view income and spending by subcategory
  • Filter the accounts shown