TrackIt

Insights

Analytics

Period insights, vs last period, charts, and deep links into Transactions.

Period controls

Period
Last 6 months View transactions
Preset or custom range, plus View transactions deep link into the filtered table.
  • Presets from 1 to 120 months, plus All available data
  • Custom range with day pickers + Apply
  • View transactions deep-links into Transactions with the active window (and focused category if set)
Summary cards

Total

+4.2%

$12.4k

vs prior period

Debit

-1.1%

$7.1k

vs prior period

Credit

+8.0%

$5.3k

vs prior period

Avg / mo

+2.4%

$2.1k

vs prior period

Each card can show change vs the previous equal-length period.
Top categories

Top Categories

This period
$842
Restaurants
$610
Groceries
$480
Shopping
$96
Subscriptions
$64
Other
Chart-sequence colors (same family as Analytics Top Categories). Click a bar in-app to focus trends.

Charts

Spending trend

Monthly Spending Trend

Debit Credit
Oct
Nov
Dec
Jan
Feb
Mar
Monthly debit vs credit bars (illustrative). Live Analytics also has Category Trends when a bar is focused.
  • Top Categories bar: click to focus Category Trends
  • Clear category focus when done
  • View transactions keeps the active window (and focused category if set)
  1. 1
    Set period to 6 months (or your Account default 3/6/12).
  2. 2
    Click Groceries in Top Categories.
  3. 3
    Scan Category Trends, then View transactions.
  4. 4
    Confirm the Transactions deep link kept the window + category.

Tip

Default period (3 / 6 / 12) comes from Account preferences. Empty charts usually mean no data in range: import first or use guest mode.