See how you are doing
The Overview shows the current month on one screen, and Reports show where your spending comes from and how it changes over time.
Overview — the current month
The Overview tab in Home Finance shows the month's income, expenses and balance, how the plan is going in each category (the bar turns red when you go over plan), spending in the last 7 days and overdue recurring payments. Change the month with the arrows.
Reports
At the top there is a summary of the month and the year. The Saved for goals tile shows how much you saved and what percentage of income it is. Below, you choose a chart:
| Chart | Which question it answers |
|---|---|
| Daily | on which days do I spend the most? |
| Sunburst, Treemap | where does the money go? (click to zoom into a branch) |
| Waterfall | how do the categories eat into income? |
| By category, Trend | how has spending changed over the last 6 months? |
| Heatmap | a spending calendar — darker means more |
| Budget | am I within the plan, given how much of the month has passed? |
Download PDF saves the report to a file.
FAQ
Do contributions to goals count as expenses?
No. They are shown separately, and goals have their own line on the yearly chart.
See also: Close the month — a step-by-step monthly summary.