Understand your finances with Insights

The Insights tab summarizes spending, balances, and money moving into and out of Envelope. Use it to answer common budgeting questions without reviewing transactions one at a time.

Monthly envelope spending

This chart shows spending from one envelope over the last 12 months. Use the maximum-range option to view the envelope's full history when available.

It can help answer:

• How much did I spend on groceries last month?

• Is spending in this category increasing?

• How does this month compare with earlier months?

Monthly envelope balance

For goal and Protected Savings envelopes, this chart shows how the balance has changed over time.

Envelope spending breakdown

Compare spending across envelopes for a month or year. Expand the list to move beyond the highest-spending categories.

Money in and out

Review total inflows, outflows, deposits, and charges for a selected month or year. This view helps show whether more money entered the account than left it during the period.

Insights depends on accurate transaction assignments. See Assigning a transaction to keep category totals useful.