Insights

Monthly

One calendar month in detail, with MoM context and largest expenses.

Month chrome
←March 2026→
Prev / next and picker keep you on calendar months (not rolling N-month periods).
Summary cards

Total spent

8%

$2,140

vs Feb 2026

Top category

12%

$420

Restaurants & Dining

Metric cards carry MoM % next to the month totals.
Largest expenses
MAR07
Mar 07, 2026
Sat
NIKE LEBRON XXIII PREORDER
-$240.00
Expense
Shopping & Retail
MAR12
Mar 12, 2026
Thu
COSTCO WHOLESALE (12 GALLON WINE)
-$186.40
Expense
Groceries
MAR09
Mar 09, 2026
Mon
TACO TUESDAY LEGEND EDITION
-$42.00
Expense
Restaurants & Dining
Same transaction-table grid as Transactions / Monthly lists.
Category mix

Top Categories

This period
$420
Restaurants
$310
Shopping
$260
Groceries
$48
Subscriptions
Bar colors match the category palette so Monthly and Analytics stay consistent.

Also on Monthly

  • Daily spend chart and three-month comparison cards
  • Largest expenses can deep-link into Transactions for that month
  1. 1
    Open Monthly and pick a month with activity.
  2. 2
    Scan MoM % on the summary cards.
  3. 3
    Open Largest expenses → View on one row.
  4. 4
    Confirm filters on Transactions match the month.

Also: Deep links.