Performing Analysis

How to perform analysis on your budget data.

Analysis Menu

Here is where you will find the dashboards and reports for your budget data analysis. As you move through the year, you will have more and more data to analyze.

The dashboards and reports will help you understand your spending patterns and make informed decisions about your budget.

Dashboard Menu

Shows the Dashboard Launcher where you can pick the dashboard you want to see. Options are:

• Actual versus Budget — Pick any posting or summary level category and compare it to your budgeted amount.
• Year versus Year — Pick any posting or summary level category and compare it to a previous year.
  • The above dashboards are available as column or line charts.
  • Use the Yearly Totals option to include category amounts budgeted by year.
• Category Breakdown by Amount — Pick any summary level category and see the contributing amount for all the child categories it contains.
• Category Breakdown by Percent - Pick any summary level category and see the contributing percent for all the child categories it contains.
  • The above dashboards are available as stacked column charts or stacked line charts.

Transaction Details

Shows all your posted transactions for a given year and month (or all). Choose the columns you want to see. Sort or filter the columns to perform transaction level analysis. You can export your detailed transactions as well.

Refunds Due

Shows a dashboard of your refunds due for each credit card type account. You chose the anount due or the number of refunds expected.