Monthly Safe-to-Spend Reporting

You can see how much you have spend in your Safe-to-Spend categories on a given month by accessing the monthly Safe-to-Spend report.

Where Do I Find My Monthly Reports

To find new monthly reports, tap your navigation bar, then tap “Reports”.

What Is In the Monthly Reports

Tapping on a month to show the spending in different categories for that month. You can also tap an individual category and see the transactions that are in that category along with a category trend report.  If you want to edit any transactions, you can also tap any transaction to bring up the individual transaction and change the category from there if you’d like.

How Do I Switch Months

At the top of the screen you can switch months by tapping on the month you want to see. To see additional months in you can swipe left and right on the month bar.