Frequently-Asked Questions : Budgeting

Viewing budget information with a chart or graph

Using a chart or graph is an excellent way to organize your finances. When in the “Budget” tab you can click the pie chart icon located in the blue row next to any month to view a pie chart of your expenses and income for that month. Click on any category to see a list of transactions from that category.

To the far left of any budget category there is also a bar graph icon you can click to see a bar graph of that category’s spending over the last three months.