How do I view and filter my spending reports?

Your Spending Report is located in the Manage my Spending dashboard. It’s a great way to see you spending over a period across all or some of your spending categories.

The Spending Report reports your spending in 3 different charts:

  1. Pie chart – see you spending represented in a pie chart
  2. Line chart- see each of your spending categories as a line graph by month
  3. Bar chart – see your spending by month

Select the Spending Report on the Manage My Spending dashboard to access each of these charts. If your mobile, swipe each chart to move to the next one. If you are in the MoneyBrilliant desktop, each chart icon can be accessed from the top left.

You can filter your spending in any of the charts by:

  • Date range
  • Account
  • Transaction type
  • Tags (currently only on desktop)

You can access the filters in mobile by selecting filter on the top right. The filtere are available in desktop next to your Spending Reports.