Big inflows tagged as transfers, or large uncategorised items. Click to retag.
Income versus outflow
By month, for the selected period
Credit card spend
Total spend per card for the selected period. Card payments excluded.
Spending by category
Total across the selected period
The breakdown
Click a category to filter transactions
Monthly commitments
Recurring costs you marked in column B of rules.xlsx, excluding mortgage. Each shows its most recent month's amount across all your data (not affected by the period filter).
Custom rules
Overrides you set this session. Click any transaction category below to add one.