BACK TO HOW IT WORKS

View your expenses according to category

  1. Go to the Profile screen
  2. Click on the "How am I spending?" graph
  3. Scroll down to see your expenses per (top) categories
  4. Click on the category name you want to investigate
  5. Select the timeframe on the top boxes (this month, last month, 3 months…) you want to investigate
  6. Scroll down to view all transactions for the selected category and timeframe
SEE NEXT HOW TO: View your expenses according to merchants
SEE PREVIOUS HOW TO: View your expenses according to category

View your expenses according to merchants

  1. Go to the Profile screen
  2. Scroll down until top merchants
  3. Click on the bubble chart
  4. Click on the merchant name you want to investigate
  5. Select the timeframe on the top boxes (this month, last month, 3 months…) you want to investigate
  6. Scroll down to see individual transactions for the selected category and timeframe
SEE NEXT HOW TO: View your expenses according to tags
SEE PREVIOUS HOW TO: View your expenses according to merchants

View your expenses according to tags

  1. Go to the Profile screen
  2. Click on the "Expenses by tags" graph
  3. Scroll down and see the "Expenses per tag"
  4. Click on the tag name
  5. Select the timeframe on the top boxes (this month, last month, 3 months…)
  6. Scroll down to see individual transactions
SEE NEXT HOW TO: View the budgeting section
SEE PREVIOUS HOW TO: View your expenses according to tags

View the budgeting section

  1. Go to the Profile screen
  2. Scroll down and click on "View plan"
SEE NEXT HOW TO: Adjust your budgeting / planning
SEE PREVIOUS HOW TO: View the budgeting section

Adjust your budgeting / planning

  1. Go to the Profile screen
  2. Scroll down and click on "View plan"
  3. Select the month you want to update your plan for in the top bar
  4. Click on "Income" or "Expenses"
  5. Click on the category you want to update your plan for
  6. Select the detailed category your want to update your plan for
  7. Click on "Update plan"
  8. Type the amount you want to budget for the selected month (waiz can also automatically choose your budget based on your historic spending when you click on 12 month average)
SEE PREVIOUS HOW TO: Adjust your budgeting / planning
STEP

Want to find out more?

VISIT OUR F.A.Q. PAGE