Personal ยท 5 min
Spending
Review categories, vendors, and recurring payments for the selected date range.
Use Spending to see where money went in the statements you processed.
Steps
- Process bank or credit card statements.
- Open Spending.
- Set the same date range and institution filter you use on Dashboard.
- Review income, spending, categories, top vendors, and recurring payments.
- Open the source document when a number looks surprising.
Tip
Spending is based on what you uploaded or linked. Missing months change totals. Current month hides older activity.
You'll know it worked when
Categories, vendors, and recurring payments appear from your statements.
If this doesn't work
Upload a full month, process again, then choose All statements if you expected older data.