Spending Insights

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Track Your Spending

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Spending Dashboard

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Monthly Overview

January 2025 Spending

Total: $2,450

By Category:
Groceries      ████████████████ $650 (27%)
Restaurants    ████████████     $480 (20%)
Shopping       ██████████       $400 (16%)
Gas            ████████         $320 (13%)
Subscriptions  ██████           $250 (10%)
Other          ████             $350 (14%)

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Trends

• Month over month comparison
• Year over year trends
• Category shifts
• Seasonal patterns

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Categories

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Automatic Categorization

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Custom Categories

1. Go to Settings > Categories
2. Tap Add Category
3. Name it and choose an icon
4. Assign receipts manually

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Budgets

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Set a Budget

1. Go to Budgets
2. Tap Create Budget
3. Choose category or overall
4. Set monthly limit
5. Enable alerts

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Budget Alerts

• 50% of budget used
• 80% of budget used
• Budget exceeded

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Budget View

Restaurants Budget

$320 / $400 spent
████████████████████░░░░ 80%

12 days remaining
$80 left to spend

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Merchant Analysis

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Top Merchants

Your Top Merchants (January)

1. Whole Foods      $280  (12 visits)
2. Starbucks        $145  (28 visits)
3. Amazon           $320  (8 orders)
4. Shell Gas        $180  (6 fill-ups)
5. Target           $165  (4 visits)

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Merchant Details

• Total spent
• Visit frequency
• Average purchase
• Items bought most

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Time Analysis

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By Day of Week

Spending by Day

Mon  ████████    $320
Tue  ██████      $240
Wed  ██████████  $400
Thu  ████████    $310
Fri  ████████████ $480
Sat  ██████████████ $550
Sun  ██████      $250

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By Time of Day

• Morning (6am-12pm)
• Afternoon (12pm-6pm)
• Evening (6pm-12am)
• Night (12am-6am)

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Insights

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Smart Insights

💡 Insight

You spent 23% more on dining out this 
month compared to last month.

Your coffee spending averages $4.50/day.
That's $135/month or $1,620/year!

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Comparisons

• To your own history
• To similar demographics (anonymous)

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Export Data

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For Taxes

1. Go to Export
2. Select date range
3. Choose categories
4. Download as PDF or CSV

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For Expense Reports

1. Select work-related receipts
2. Tap Export for Expense Report
3. Choose format
4. Email to yourself

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Privacy

• Private - Only you can see it
• Encrypted - Protected at all times
• Not sold - We never sell your data
• Deletable - You can delete anytime