General Guides


Task Guides

Monitoring spending

Spending is monitored on the spending page. Click on the "Spending" icon in the main menu at the top to go to the spending page. There are two different views for spending. One is a spreadsheet view with the results displayed in a grid where each row is a category and each column is a month. The other is a more powerful bar chart view with spending broken up into selectable intervals where each interval is a mini bar chart of spending by category for that interval plus some statistics.

The bar chart view displays spending with bar charts. At the top of the page is a horizontal list of selectable spending intervals. Each interval shows a mini bar chart of spending by category for that interval plus some statistics. Below that are summary statistics by category and payee. The payee is automatically extracted from the transaction description. The associated transactions are shown at the bottom of the page. Any of the spending intervals or statistics can be selected to narrow the analysis.

Click on the icon in the lower right to set the spending analysis mode (by category or by spending group), interval length (month, quarter or year) or edit the spending groups.


The spreadsheet view sums up the transaction amounts by year, month and category. These sums are shown in a grid, grouped by year, with each month in a column and each category in a row. There are additional columns for the total of all months, the average, the monthly goal for that category (if given) and the difference between the goal and the average. An additional row shows the total of all categories for each month, total of all categories for all months and an average monthly spending across all categories.

Click on the icon in the lower right to set the spending analysis mode (by category or by spending group) or edit the spending groups.


Transactions for one or more selected categories can be seen by clicking the "Search" button. The "Search Transactions" window allows the transactions to be searched by date, amount or text in the transaction description or notes. The results are shown and a total number of transactions and a sum of those transactions is shown in the lower left. The transactions can be exported to a CSV file or printed out.


In the example below a search term of "Roku" was searched but you could also search for an amount or specific date.


Here is an example where a search for an amount was done.

Spending groups

If no spending groups have been created then all categories are analyzed. However, it is often helpful to create various spending groups. A spending group is a collection of categories and an optional spending goal. Click the "Edit Spending Groups" button to bring up the "Edit Spending Groups" window. The spending groups can also be edited by clicking the "Settings" icon on the main menu at the top. Spending groups can be added, edited, deleted or rearranged using this window. On the bottom left of the spending page is a drop-down list used to select the desired spending group for analysis.


To create a spending group click the "Add" button and select which categories are to be included in the spending group. You can optionally enter spending goal for the spending group.


The "Filter by account" checkbox can be checked to limit the transactions for this spending group to specific accounts. Just select which accounts to include. If not checked then transactions from all accounts are analyzed.