AI Insights

Expense Analysis

Use analysis charts and reports to understand spending by period, category, cash flow, and trends.

1. Open analysis tab.
2. Select month/year period.
3. Review charts, summary, category distribution, cash flow, and insights.
4. Change chart view type if available.
5. Tap fullscreen for bigger chart.
6. Tap share/export to export image, PDF, CSV, or print report.

Note: Some widgets or insights may require ExpenseKit+.

AI Insights

Review AI insights for anomalies, spending patterns, saving opportunities, budget recommendations, and financial health context.

1. Open analysis tab.
2. Review Insights.
3. Open available insight cards.
4. Review anomalies, spending patterns, savings opportunities, budget recommendations, smart alerts, category trends, and financial health score.

Yearly Recap

Use yearly recap to summarize annual spending patterns and share a polished report.

1. Open analysis tab.
2. Open yearly recap.
3. Review recap slides.
4. Tap share/export.
5. Choose light or dark export style.

Achievements And Streaks

Track consistency with streaks and achievements that reward regular money tracking habits.

1. Add transactions regularly.
2. Open streak or Achievements.
3. Review current streak and longest streak.
4. Review unlocked achievements.
5. Share achievement if wanted.

Activity Insights

Compare repeat activities with the same title to understand usual spend, top categories, and spending changes over time.

1. Create multiple activities with same title.
2. Link transactions to each activity.
3. Open latest activity.
4. Review previous spend, usual range, spending alert, and top categories.

Note: Advanced insights may require ExpenseKit+.