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The month-to-date spending view shows you exactly how much you’ve spent from the first of the current month through today.

What’s included

  • All outgoing transactions from connected accounts since the 1st of the month
  • Broken down by category so you can see where the money went
  • Compared against your previous month’s spending for the same period

Reading the display

  • Total amount - Your total spending so far this month
  • Category bars - Visual bars showing how much you’ve spent in each category
  • Trend indicator - Shows whether you’re spending more or less than last month at this point

Using month-to-date data

Month-to-date spending is useful for:
  • Keeping track of your spending pace throughout the month
  • Identifying if you’re on track compared to previous months
  • Spotting categories where you may be overspending
Check your month-to-date spending midway through the month to see if you’re on pace with your usual spending patterns.