Expenses tracking
How expenses tracking works
Expenses tracking is available in the in-app Sumeria+ Centre for all Sumeria+ customers. Customers can tap any given chart to see the details.
- By moving the chart horizontally, they can see the previous weeks and months
- They can also see the details of the expenses by tapping the columns. All card payments (physical, virtual, contactless) are represented in the graph. Wire transfers, however, are not included.
- The dotted line represents the average amount spent by card in the 5 time periods that are displayed and over.
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Customizing the analysis
By default, the main view displays the expenses per month on all accounts. To customize this, customers can edit the following:
- Accounts: selecting the accounts they wish to analyse
- Filters: selecting the expense categories they are looking for
- Time period: choosing between a monthly or weekly analysis
- Recurring payments: choosing to take into account or not recurring payments (e.g. Netflix, Spotify).
Access
Customers can add multiple views to their expenses analysis.
To do so, they can simply tap the "+" sign in the "Expenses tracking" screen. Customers can then edit the title as well as the display settings of the view. It will be automatically saved in their Sumeria+ Centre.
Recommendations for displaying multiple views
Here are some recommendations to make the best out of multiple expenses tracking views:
- Comparing monthly and weekly expenses:
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- Comparing a main account and a shared one:
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- Comparing category expenses:
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