Hey there, Mayor! Are you ready to take the next step in tracking your finances and figure out the reasons behind changes in your spending? If so, you can use the steps below to manage your spending reports:
Add Categories
- Go to Trends > Tap the + icon
- Select one or more categories
- Tap the ✓ icon to confirm the new report
Add Transaction Reports (for subscribers only)
- Go to Trends > Tap the + icon
- Switch to the Transactions tab > Enter or select a transaction
- Tap the ✓ to confirm the new report
Delete Category / Transaction Reports
- Tap Delete a Report
- Tap the “thumbtack” icon in the upper righthand corner
Note: It is not possible to delete the All Categories report
Now that you know how to add and delete reports, are you still unsure about which expenses you should be following? Don’t worry! After you subscribe, Sir Fox 🦊 will automatically help you find the expenses that have shown the largest fluctuations over the last month. You can then follow his suggestions on which categories and transactions to follow for your reports!
