How do I check my monthly spending?

Follow these instructions to track your spending, either for the current month or past months.

From the mobile app:

  1. Open the app and select Monthly from the bottom menu.
  2. Tap on your cash flow graph at the top of the screen.
  3. Scroll down to Spending and tap on the graph.
  4. Tap on the month you'd like to view the spending history of.
  5. To see all your spending transactions for that month, select Transactions at the bottom of the graph.

You can also view your spending in your budgets:

  1. Open the app and select Monthly from the bottom menu.
  2. Tap on Month budget.
  3. If you're on an iOS device, select Expenses. Then tap on the month at the top that you'd like to view.
  4. You can see the breakdown of your budgeted spending for that month.


  1. Sign in to and select Trends near the top of the page.
  2. The Spending by Category graph for that month should automatically appear. If not, you can select Spending from the menu on the left.
  3. Use the drop-down menu under During to select the time frame you'd like to view.
  4. The graph will automatically update.
  5. To see all your spending transactions for that time, scroll down to Your Spending.
  6. You can download a spreadsheet of your month’s transactions by selecting Export to CSV.


Related Information:

How do I get reports on my financial activity? 
How do I edit a budget?