Knowledge Base
  • Welcome
  • Getting Started
  • Migrating from Mint
  • FAQ
  • Importing Transactions
    • Automatic Imports
      • Handling Syncing Issues
      • Institution-specific Issues
    • CSV Importing
    • Developer API
  • Home
    • Overview
    • Net Worth Tracker
    • Stats
    • Trends
  • Finances
    • Transactions
      • Transaction Actions
      • Transaction Types
      • Transaction Status
      • Transaction Enhancements
      • Other Features
      • FAQ
    • Budget
    • Recurring Items
      • The Basics of Recurring
      • Creating Recurring Items
      • Revising Recurring Items
      • Recurring Transactions
      • FAQ
    • Analyze
  • Setup
    • Accounts
      • Adding Accounts
      • Managing Accounts
      • FAQ
    • Crypto
    • Tags
      • Creating Tags
      • Managing Tags
      • Assigning Tags
      • Analyzing Tags
      • FAQ
    • Categories
      • Category Properties
      • Manual Category Creation
      • Auto-Categorization
      • Category Groups
      • Editing Categories
      • FAQ
    • Rules
  • Settings
    • Collaborators
    • Multicurrency
    • Billing
  • Miscellaneous
    • Mobile App
    • Unlimited Budgeting Accounts
    • Beta Testing Program
    • Affiliate Program
Powered by GitBook
On this page
  • View options
  • Period Picker
  • Include recurring
  • Include 'exclude from totals'
  • Elements
  • Top Expensive Purchases
  • New Merchants
  • Top Merchants by Total Cost
  • Top Merchants by # of Transactions
  • Top Categories by Total Cost
  • Top Categories by # of Transactions
  • Monthly email digest

Was this helpful?

  1. Home

Stats

The Stats page highlights interesting transactions and merchants for a period of time. This is a great way to get insights into your spending and identify new spending habits.

Last updated 4 years ago

Was this helpful?

View options

Period Picker

Use the period picker to choose any time period for your statistics page.

Include recurring

Toggle this on to include recurring items in your statistics. You may want to turn off recurring items to get rid of repetitive data. For example, if your rent or mortgage payment is consistently the most expensive transaction, this may clutter your "Top Expensive Purchases" list. Removing recurring items from your data helps you better identify anomalies in your spending.

Include 'exclude from totals'

Toggle this on to include transactions categorized as 'exclude from totals'. You may want to keep this off to exclude large transactions such as paying off credit card bills from your statistics.

Elements

Top Expensive Purchases

This card shows your expenses in descending order by cost.

New Merchants

This card shows you new merchants seen during this time period. It is also ordered in descending order by cost and shows how many transactions were recorded in parentheses. This is useful to identify new spending habits.

Top Merchants by Total Cost

This card shows you which merchants you spent the most money with during this period. It doesn't take into account how many times you shopped there, only the total money spent.

Top Merchants by # of Transactions

This card shows you which merchants you frequented the most during this period.

Top Categories by Total Cost

This card shows you the categories where you had the most spending activity measured by total money spent.

Top Categories by # of Transactions

This card shows you the categories where you had the highest spending activity measured by number of individual transactions.

Monthly email digest

Every month, you'll receive a monthly email delivered to your inbox with a summary of the above statistics.