How do you review at the end of the month?

Hi @jay.carsten,

I think this is a fine way to review your transactions at the end of the month if you want to see all categories at once.

The other popular way to review is to use the Category Tracker (gSheets). The main difference is that you review one category at a time and the merchants are rolled up together to give you sum of spending per description (i.e. merchant). And there’s a cool pie chart :slight_smile:

Personally, I just review my monthly budget sheet to review whether I stayed under budget for each category, and don’t dig into the specific transactions too much, but my spending is pretty vanilla month to month with the main variation being the restaurants. In months where I have vacation spending, I don’t worry about it too much so long as I’m under budget.

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