Insights

We know that one of the hardest things about personal financial management (PFM) is simply organizing all the details of your financial life. And that’s why Insights is built to make it easier to understand your spending and gain insights about how your money comes and goes each month.

smarter spending

On the home page of your Insights dashboard, you’ll see a spending wheel that shows you at a glance how much you’re spending on bills, entertainment/dining, retail, groceries and more. This gives you a head start on breaking your spending into more specific categories.

Better budgeting

Build and view spending targets that are important to your financial big picture. The new insights feature includes spending history, along with suggestions for staying on track.

add a spending target today

Look at the budget insights for guidance on what to budget based on spending.

1. Navigate to Budgets and click on “View Budgets”

2. Click on the Spending Target you’d like to edit from the list

3. Click “Edit Budget” to edit or delete

4. You can change the name, amount, tags, and accounts associated with this Spending Target from here.

That’s it. It’s that simple. For more general information, check out the overview video below.