Monthly Summary

Get a full breakdown of your spending for any month.

Running a summary

/summary

Shows the current month. For a past month:

/summary 2026-02
/summary 2025-12

What's included

Spending by category

A compact visual breakdown with a progress bar, percentage share, and inline budget status:

📊 March 2026 · Personal

Spending (12 transactions)
  Food          ████████░░  MYR 380.00  42%  · 76%  MYR 120 left
  Transport     ████░░░░░░  MYR 210.00  23%  ⚠️ 84%  MYR 40 left
  Shopping      ███░░░░░░░  MYR 155.00  17%
  Entertainment ██░░░░░░░░  MYR  90.00  10%  🔴 over by MYR 10

Total: MYR 905.00  ▲ 8% vs February
MYR 30.17/day

Budget status is shown inline for any category with a budget set:

• · 45% MYR 110 left — under budget, showing how much remains
• ⚠️ 84% MYR 40 left — approaching the limit (≥80%)
• 🔴 over by MYR 50 — budget exceeded, showing overage amount

Account breakdown

Shows how much was spent from each linked account for the month.

Top expenses

The three largest individual expenses, with date.

Income & cash flow

If you've logged income, the summary shows a breakdown by source and currency, with net cash flow per currency:

Income
  Salary    MYR 5,000.00
  Freelance USD   500.00
  *Total    MYR 5,000.00*
  *Total    USD   500.00*

🟢 Net: +MYR 4,095.00  · 81% saved

Net cash flow is only shown for currencies where both income and expenses exist, so multi-currency users always see accurate figures.

Accessing history

How far back you can query depends on your plan:

Plan	History access
Free	Current month only
Pro	Up to 6 months back
Ultimate	All time