Budgets and reports
Dashboard and reports
Read your dashboard totals and the spending charts in Reports, including workspace analytics on Scale.
Your dashboard
The four cards at the top of your dashboard summarize the selected period:
| Card | What it shows |
|---|---|
| Total | What you spent, per currency, and for a single month, the change from the month before |
| Budget | Your budget for this month and how much is used (Pro and Scale) |
| Expenses | How many expenses are in the selected period (Starter, in place of Budget) |
| Average | The average expense, per currency |
| Period | Click it to choose All Time or a single month |
Everything on the dashboard is for the workspace you are in.
Reports
Open Reports in the sidebar for charts of your spending. Reports are included on Pro and Scale.
Choose a month at the top. If you track more than one currency, choose the currency too: charts show one currency at a time.
| Chart | What it shows |
|---|---|
| Daily Spending | What you spent each day of the month |
| Category Breakdown | How your spending splits across categories |
| Top Merchants | Where you spent the most |
| Monthly Comparison | Each category in the selected month against the month before |
Workspace analytics (Scale)
On Scale, Reports also compares your workspaces: total spent per workspace, the top category in each, a category breakdown across workspaces, and spending trends over the last 6 months.