My credit card company has been bought out by another institution and while I can’t say I’m happy with all the changes (goodbye easily downloaded transaction records!), I’m thrilled with the charting features.
This one allows me to see how much I spent in a specific date range and where I was spending the majority of my funds.
If you scroll over the bars it tells you the amount you spent*:
- Groceries: $116
- Shopping $57
- Restaurants: $33
- Transportation: $32
- Household: $12
- Services: $10
I try to use my credit card for all swiped purchases as I get points so the only thing not on here are my bills, cash purchases and e-transfers. This month is a bit of an anomaly as I spent nearly $400 through cash and e-transfers. It will be interesting to use this feature in coming months when I’m sticking to my credit card.
*The system doesn’t entirely align with my own tracking as it throws all the Walmart purchases into Groceries, whereas in my own spreadsheet I would put it in the category that aligns with the products purchased.