What Spending Overview shows you
Most people can't tell you where their money went last month without scrolling through bank statements for twenty minutes. Spending Overview fixes that. It adds up your spending across one cashbook or all of them, and shows you where it went:
Category breakdown
See your spending split across categories — food, transport, housing, utilities, health, entertainment, and more. The chart shows each category as a proportion of your total, with the actual spend amount.
Last six months
See your last six months side by side, with money in and money out for each month. Every period also shows how it compares with the one before, so it is easy to see whether you're improving and which months ran high.
Choose your period
Spending Overview adapts to whatever timeframe is useful to you. Switch between this week, this month, this quarter and this year with a single tap:
Budget goals
Tracking spending is only useful if you have a target. Set a monthly budget goal for any category, and follow your progress on the Budgets screen.
Your own budget
Budget goals belong to you, not to the cashbook. In a shared cashbook each member sets their own limits, and only your own transactions count against yours.
Category budget
Set separate limits for specific categories — for instance, capping dining out at $300/month while leaving other categories unrestricted. This is effective for targeting the one or two areas where spending tends to drift.
Common use cases
Monthly budget review
Take five minutes at the end of each month to review which categories ran over. Adjust your budget goals for next month based on actual data, not estimates.
Subscription creep
Recurring charges hide easily in a transaction list. The "Entertainment" and "Utilities" category bars in Spending Overview make it obvious when subscriptions are quietly growing.
Trip spending
Back from a trip? Switch to this month or this quarter and the category breakdown shows exactly where the money went — accommodation, food, transport, and activities.
Frequently asked questions
Can I see spending by category?
Yes. Every transaction is assigned a category. The category breakdown chart shows what percentage of your total spend went to each category for any selected period, with the amount spent in each.
Can I set budget goals?
Yes. Set a monthly budget goal for any category. Goals are always your own — in a shared cashbook each member keeps their own limits — and you follow your progress on the Budgets screen.