Beyond Budget
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  1. Transactions

Location

PreviousPayeesNextCSV / PDF Export

Last updated 9 months ago

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The Transaction Map feature lets you add and visualize locations tied to your transactions, providing a geographical perspective on your spending habits. Here's how it works:


Adding a Location to a Transaction

When entering or updating a transaction, you can attach a specific location to it. This could be a store, gas station, or even your favorite café. Simply enable the Location option when creating or editing your transaction. You can view and edit the location directly on the map if needed.


Viewing Transactions on the Map

Once locations are added to transactions, you can visualize them on a map using the Transaction Map feature. This map provides a visual representation of where your money is being spent. Key highlights include:

  • Heat Map Visualization: Areas with more spending activity will show up as "hotspots." This helps you identify the locations where most of your transactions take place.

  • Cluster View: If you have multiple transactions in a specific area, they will appear as clusters on the map. Clicking on a cluster expands it, showing the individual transactions within that area.


Interactive Map Controls

The map is fully interactive, allowing you to:

  • Click on Clusters: Explore all transactions within a specific geographic cluster by clicking on it. This makes it easy to see how many purchases you've made in a particular area.

  • Change Transaction Location: If you need to update the location of any transaction, simply click on the pin and select a new spot on the map and confirm.


The Transaction Map provides an engaging way to monitor your spending and see where you're allocating funds. Whether you're identifying spending hotspots or correcting locations, this tool adds a valuable layer to your budget tracking.