Boney
Analytics

Read the analytics

Choose the period, read the income and expenses chart, and keep only what matters to you.

The Analytics tab, in the bottom bar, shows how your income and spending evolve over time. At a glance, you see what you earned, spent and set aside over the period of your choice.

The Analysis screen reads top to bottom: the Income and expenses totals and chart, then the Composition of your spending.

Analysis screen on the current year: personal income, expenses and net above the monthly chart, then the start of the Composition by budget with Housing and GroceriesAnalysis screen on the current year: personal income, expenses and net above the monthly chart, then the start of the Composition by budget with Housing and Groceries

Change the period

  1. Tap the dates button at the top of the screen, for example "Jan 1 – Oct 31, 2026".
  2. Choose Current cycle, Previous cycle, 3 months or This year.
  3. For other dates, choose Custom, then set the Start and the End.
  4. Tap Apply.
Period window open with Current cycle, Previous cycle, 3 months, This year checked and Custom, then the Cancel and Apply buttonsPeriod window open with Current cycle, Previous cycle, 3 months, This year checked and Custom, then the Cancel and Apply buttons

Periods follow your budget cycle, not the calendar month: if your month starts on the 5th, Current cycle runs from the 5th to the 4th of the next month.

Read the chart

Above the chart, three totals cover the whole period: Personal income, Expenses and Net, the difference between the two. With $2,520 of income and $1,877 of expenses, the net is +$643.

Each pair of bars stands for one day when the period lasts a month or less, and for one cycle beyond that. Tap a date below the chart, or slide your finger across the bars, to see the details of that bar. Tap elsewhere to close them.

Income and expenses chart with the May bar selected: May 1 to May 31, 2026, $2,520 of income, $1,582.17 of expenses and $4,483.66 set asideIncome and expenses chart with the May bar selected: May 1 to May 31, 2026, $2,520 of income, $1,582.17 of expenses and $4,483.66 set aside

Below the chart, tap Income or Expenses to see the transactions behind those amounts. A period that is not over yet is marked "Partial period".

Keep only what matters to you

  • All categories and All budgets: check what you want to keep, then tap Apply. The totals become Filtered expenses, and Net gives way to Share of income.
  • Display: show or hide the Income, Set aside and Comparison curves (the same reading over an earlier period), or split each bar with Expense breakdown.

If you share budgets, Display also offers Shared: the analysis then counts every participant's expenses. Income stays personal and is not shown.

The eye icon, top right, hides every amount on the screen.

Good to know

Track your income

Find your incomes in the Activity tab and read their total over your budget cycle.

What your spending is made of

Read how spending splits by category or by budget, and open the list of expenses behind each amount.

On this page

Change the periodRead the chartKeep only what matters to youGood to know