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:

• Comparing a main account and a shared one:

• Comparing category expenses:

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