Find expenses and income

The Activity tab gathers everything that moved: your expenses on one side, your income on the other, over the period you choose.

Browsing your activity

1. Tap Activity in the bottom bar.
2. Choose Expenses or Incomes. The period and the search stay the same when you switch between them.
3. Choose the scale: Week, Month or Year.
4. Tap the arrows to go to the previous or next period. You can also tap a bar in the chart to open that period.
5. Tap an entry to open and edit it.

Reading the Expenses side

At the top, three amounts for the period. In the example: $1,240 Spent now, $172 upcoming for expenses planned later in the period, such as the repetitions of a recurring expense, and a forecast of $1,412, the sum of both.

The list starts with upcoming expenses, faded. When there are more than four, they are stacked under "Upcoming expenses" with their total: tap the stack to unfold it. Past expenses follow, grouped by day, with their budget and their payer.

The Incomes side reads the same way: see how to track your income.

Searching for an entry

1. Tap the magnifier at the top of the screen.
2. Type a word: on the Expenses side, a description, a budget or a payer; on the Incomes side, a name or an amount.

Search covers the period on screen. Closing the search clears it, so no filter stays active without you seeing it.

Good to know

• Month and year follow your budget cycle, not the calendar: with a cycle starting on the 28th, a month runs from the 28th to the 27th.
• Changing the scale returns to the current period. On an empty period, Back to current period takes you back too.
• The other two buttons at the top of the screen add an expense (+) and import a statement.
• With no budget at all, the screen offers Add budget: an expense always belongs to a budget.