View budget patterns

This page shows your budget patterns. You defined the categories on manage budget categories and selected transactions for each category on assign transactions to budget categories.

 

  • Select the account you want to view budget patterns for on the drop down options.

 

The key at the side shows the categories with their assigned colour. You can view the information on a line chart or a doughnut chart just click on your preference.

 

On the line chart you can zoom in on a time period by holding the mouse down and dragging over the time period you want to zoom in on. The mouse will then draw a square and zoom in automatically to that period. Click reset to go back to the full chart view.

 

On the doughnut chart you can click on the segment that you wish to see the transactions that contribute to that proportion of your spend. The chart underneath will then give details of the transactions.