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Spending groups your recorded activity by category or merchant. Choose accounts and a period, then open a group to inspect the payments behind its total.

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What counts

The reporting calculation accounts for accepted classifications, transfers, refunds, exclusions, reporting splits and payments assigned to covered months. A bank transaction’s original amount and date do not always describe its reporting contribution. For example, a single annual payment can be assigned to the months it covers. That changes monthly reporting without changing the original bank payment.

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Compare periods

A comparison needs enough evidence for both periods. Missing months and incomplete records are not zero-spending periods. Resolve the relevant Review items and check the comparison’s coverage before drawing conclusions.

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Ask your assistant

Your connection needs the relevant summary permission. Transaction descriptions require a separate permission. For an all-workspace total, use the canonical summary rather than adding a partial page of transactions. See data quality and the monthly review workflow.