Spending Insights

Spending insights widgets go beyond raw numbers to surface patterns and trends in your behavior. They compare your spending across time periods, track your daily habits, and turn data into human-readable narratives.

Monthly Spending Comparison

Plots cumulative daily spending for this month against last month, aligned by day of month. Instantly see if you're spending faster or slower than usual.

Year-over-Year Spending

Same concept but comparing this month to the same month last year. Helps identify seasonal patterns and long-term progress.

Average Daily Spend

Shows a smoothed trend of your daily spending over the last 6 months. Useful for detecting gradual lifestyle inflation.

Spending Storytelling

Turns your financial data into weekly narratives and monthly recaps. Instead of charts, you get a written summary explaining what happened with your money — making insights accessible even if you're not a numbers person.

• Comparisons use actual transaction data aligned by calendar day for fair comparison.
• Spending stories are generated server-side by analyzing trends, anomalies, and notable transactions.
• Stories auto-rotate every 8 seconds, or you can navigate manually.
• All insights refresh automatically on each dashboard visit.

• Check the Monthly Comparison widget mid-month to course-correct before overspending.
• Use Year-over-Year to validate that your financial goals are working over time.
• Read the Spending Story at least weekly — it often surfaces patterns you wouldn't notice in charts.