How can I view transaction trends by categories?

Modified on Wed, 4 Sep at 3:25 PM

  • Go to the Dashboard.


                                             
 


  • Select the Transactions section from the dashboard. 

                                                                                                

                                                                 
 
        

  • Locate the CATEGORIES tab.


                                                                 
 

  • Click on the CATEGORIES tab. 


                                                                 
 

  • In the Categories tab, you can view your expenses and income sorted by category. 
  • You can also see these trends month by month, helping you analyze how spending or income changes over time (Go to dashboard > menu > Insights & Reports > TRENDS).

                                                                                                         
 

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