[FEATURE] Expense Analysis
Why this feature?
We've all had that end-of-month moment when we ask ourselves: "Where did all my money go?" Expense analysis is here to answer that universal question—clearly and visually. It helps you take a step back from your spending habits, without jargon or complicated spreadsheets—just the essentials to better understand and make smarter decisions.
What it allows you to do
Expense analysis gives you a clear view of how you're spending your money, divided into three main categories:
Essentials, Leisure, and Savings.
With intuitive charts, you can explore your spending breakdown over a selected time period, and even zoom in on a specific budget for deeper insights. Whether you're managing a personal budget or a trip with friends, this view helps you see where every euro goes.
Usage examples
Say you want to know how much you saved last month. In just a few clicks, you'll see the exact percentage allocated to Savings—and what's left for outings or groceries.
Going on a trip soon? Filter your vacation budget to see whether you're spending more on activities or tasty treats.
It's as simple as that.
What you gain
More than a tool, it's a mirror of your habits.
You gain clarity, control, and peace of mind.
No more confusion around your spending—you'll always know if your choices reflect your priorities.
And by understanding how you spend, you'll find it easier to adjust—without guilt, but with insight.
How it works
From your dashboard, you can access an overview of your expenses. Select a time period—say, the last 30 days—and let the magic happen: a pie chart appears, showing the breakdown between Essentials, Leisure, and Savings.
Want to dig deeper? Switch to the bar chart view to observe trends month by month.
You can also filter a specific budget (like "Personal Budget" or "Vacation Budget") to zoom in on part of your finances. No need to dive into the details—the idea is to keep things simple, readable, and always useful.
A solid foundation for going further
This is just the beginning. Expense analysis is designed as a scalable foundation. Today, it gives you insights into your habits. Tomorrow, it could become your best ally for managing your finances with even greater precision.
Because better understanding already means living better.
Who this is for
Expense analysis is especially useful if you:
- feel like you “roughly know” where your money goes, but want certainty
- want a quick way to see if you're spending according to your priorities
- manage a shared budget (trip, roommates, couple) and need a neutral overview
How to read the charts (and what to do next)
A chart is only useful if it leads to action. Here’s a simple way to interpret what you see:
- Start with the biggest slice. What category dominates right now?
- Compare to your intention. Does it match what you wanted this month?
- Pick one lever. You don’t need ten changes — choose one small adjustment you can keep.
For example: if “Leisure” grows faster than expected, you can decide to lower it next week instead of waiting for the end of the month.
Common mistakes (and how to avoid them)
- Overreacting to one week. Look at a full month (or several) before making big decisions.
- Trying to optimize everything. Better: improve one category at a time.
- Tracking too much detail. Use a few categories that stay stable over time.
FAQ
Do I need to categorize perfectly?
No. The goal is directional clarity, not accounting. A consistent simple system beats a perfect one you abandon.
Can I analyze one budget only (like a trip)?
Yes. Filtering lets you focus on a single budget to understand what drives its cost.
