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Breakdown Categories

Mar 20, 2017 02:56PM EDT

I have several questions, but the major one is how do I breakdown(account for items) in #1 Credit Cards, ATM, and Misc.

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HelloWallet Support Answer

Mar 21, 2017 12:33PM EDT
Meaghan
HelloWallet Support

To search for your transactions by category, you can do this from the Accounts page. If you are looking to see your expenses by category for all accounts, you can select “All Transactions” or you can select the individual account that you would like to view on the left hand side of the Accounts page. Then, in the search bar, you can enter the category you would like to see your expenses for, and it will list each transaction and the net balance of how much you spent in that category for the month at the top.

To assign categorization preferences to your transactions, you can see this article for more details: https://support.hellowallet.com/customer/en/portal/articles/1244965-assign-categorization-preferences.

We also offer the ability view your total spending by category on the Trends page. If you select Spending, Totals, By Category, you will see those totals listed there. If you have any further questions, please feel free to contact us at support@hellowallet.com!

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