Where is my money allocated?
Where is my money allocated? shows how the money you've allocated this month is spread across your budget, so you can check that your plan matches your priorities.
To open it, go to Insights and tap Where is my money allocated? under Financial overview. The report covers the month selected in your budget, shown under the title.
What you'll see
The total Allocated amount for the month is shown at the top, followed by three breakdowns:
- Category natures: your allocations grouped by the kind of money they represent: Essential, Discretionary, Savings, Occasional Expenses, Work, Debt Repayment, and Uncategorized for categories without a nature. Tap a nature to see the categories in it.
- All categories: every category with its allocated amount and its share of the total, largest first. Tap a category to open its details.
- All groups: your category groups. Tap a group to see its categories.
Income categories aren't included.
Category natures
Below the category natures list you'll find:
- Edit category natures: choose the nature of each category. This is a Pro feature; on the Free plan it shows a lock icon.
- Spending insights: opens Where have I spent the most over time? grouped by category nature.
Options
Tap the ⋮ menu in the top bar for:
- Group allocations by parent category: show parent categories with the total of all their subcategories, instead of listing each subcategory separately.
Use the bookmark button in the top bar to bookmark this report.
tip
Comparing this report with Where does my money go? shows whether your actual spending follows the plan you set.