This article explains how to manage synced expenses and analyze spending.
After syncing, your Expenses Dashboard displays:
Overview – Alerts, insights, upcoming renewals.
Recurring Expenses – Details of all subscriptions.
Transactions – A detailed list of financial activity.
Linked Accounts – Connected bank/credit card accounts.
On the Overview page:
View expense trends (increases/decreases).
Click into any expense for more details.
Use filters to view expenses by:
Past 30 Days, This Month, Last Month, or a Custom Range.
Hover over the pie chart to see:
Expense category
Amount spent
Percentage breakdown
Expenses Breakdown
Categories include Bank Fees, Insurance, Meals and Entertainment, Office Supplies, Software and Tech, and more.
Next to each category, see the percentage share and change vs. the previous period.
Click on a category to drill down into:
Transactions
Recurring expenses
Category details