The Insights screen
The Insights screen collects every report in the app in one place: where your money is allocated and spent, your net worth, cash flow, comparisons, calendars and more.
Open Insights
You can get there in two ways:
- From the main budget screen, tap the ⋮ menu in the top-right corner and choose Insights.
- Open the side menu and tap Insights.
What's on the screen
From top to bottom:
- Daily AI insights (when turned on): short AI-generated observations about your spending that refresh daily. Use the ⋮ menu on the Insights screen to turn Daily AI insights on or off.
- Historical Net Worth: shown here only if you pinned the net worth chart from What is my net worth?. Tap it to open the full net worth report.
- Your top insights: up to 5 reports you open most often, for quick access.
- The full list of reports in three groups:
Financial overview
- What's the big picture of my budget?
- Where is my money allocated?
- Where does my money go?
- Where have I spent the most over time?
- What is my net worth?
- Am I living below my means?
- Am I spending more this month?
Financial performance
Tools and analysis
- SmartBudget AI
- Family spending
- Surplus funds overview
- Advanced search
- Transactions calendar
- Financial health score
- Tag spending overview
- Transaction map
- Projections
info
In a Simple tracker budget, a few reports that depend on accounts are hidden: What is my net worth?, Am I spending more this month?, SmartBudget AI and Advanced search.
tip
Many reports have a bookmark button in their top bar. Bookmark the ones you check often to reach them faster.
Free and Pro
The Insights screen itself is free. Some reports are fully or partly Pro features: on the Free plan they show a preview, a lock icon or a limited amount of data. Each report's page explains what's included.