Overview
Selected-period totals
Total spending
Total incomeIncome received in selected period
Total savings/contributions
Spend rateSpending ÷ income
Savings rateSavings ÷ income
Average monthly spending
Average daily spending
Latest complete month
What changed?
Is this month normal?
Monthly spending
Top categories
Bars are scaled to the largest category; percentages show share of selected-period spending.
Categories
Primary and secondary drill-down is the next increment.
Merchants
Merchant analysis will build on reviewed descriptions.
Transactions
| Date | Type | Primary | Secondary | Payment | Description | Amount |
|---|
Insights
Explainable observations will be added after the core views are trusted.