Insights
Compare periods, break costs down by category, recipient or tag and follow where the money goes.
Insights looks at any period, past, current or coming, and explains it: how costs moved over time, what they consist of, who they go to and what changed compared with another period.
Choose a period
Use Choose period to pick the range, and Previous period or Next period to step through. The page tells you what kind of period it is:
- Past period: recorded costs.
- Ongoing period: recorded costs plus what is planned for the remaining days.
- Future period: known plans from your schedules.
Compare with another period
Turn on Compare and choose Same period last year, Previous month or the same number of previous days. Comparisons line up the same calendar days, so a month is compared with a whole month.
Read the sections
- Costs over time: a chart of the period, with the comparison laid over it. View data table shows the exact numbers.
- What it consists of: costs grouped by category, tag, recipient or type, sorted by cost, name or number of entries. Open a row to see its expenses, or add it as a filter for the whole page.
- Who it goes to: how categories connect to recipients, each entry counted once.
- What changed: which groups contributed most to the difference between the two periods.
- Recurring amount changes: recurring bills whose amount changed in the period. See Amount history.
A period with no entries does not mean nothing was spent, only that nothing was recorded. Periods that include future days contain plans, so their change is not a finished trend.