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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.Full Trends WidgetYou can also view trends in a table format to see specific dollar amounts for each category.Full Trends Widget table
The graph shows income in green and spending in pink. Selecting a specific category will open a drawer which displays a category-specific graph and lists the associated transactions. 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
NOTETransactions categorized as Transfers or Investments won’t display in this widget. For a full list of categories, see our API reference.