9. Analyzing Spending Habits

While Budget Vision is primarily a forward-planning tool, you can still use it to gain valuable insights into your past spending habits.

Using Categories

The foundation of analysis is good categorization. Be consistent when you create transactions:

• Groceries
• Eating Out
• Transport
• Subscriptions

Using Filters

The filter bar at the top of the calendar view is your main analysis tool.

1. Filter by Category: Want to see how much you've spent on Eating Out this month? Select that category in the filter. The calendar will update to show only those transactions, and the total expense for the period will be displayed.
2. Filter by Account: Curious about how much you've spent from your Cash account? Filter by that account to isolate those transactions.

By combining filters, you can answer specific questions like, "How much did I spend on Groceries from my Main Checking account in the last 30 days?"

This practice helps you identify areas where you might be overspending and adjust your future budget accordingly.