(Main Menu > PFM > My Spending)
This feature provides a detailed view of your expenditures by categorizing your transactions. It includes:
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12 default spending categories, each with 4 sub-categories
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Option to create up to 10 personalized categories for custom tracking
Transaction View
(Hamburger Menu > PFM > My Spending)
See how your transactions are categorized. Initially, all entries appear as “Uncategorized” until manually tagged.
Assign/Change Category:
(Hamburger Menu > PFM > My Spending > Action: Edit)
Update categories anytime to better reflect your expense types.
Split Transactions:
(Hamburger Menu > PFM > My Spending > Action: Split)
Divide a single transaction into multiple categories for accurate tracking.
Manage My Categories
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Add Category:
(Hamburger Menu > PFM > My Spending > Manage My Categories > Add)
Create new custom categories or sub-categories. -
Edit Category:
(Hamburger Menu > PFM > My Spending > Manage My Categories > Action: Edit)
Modify existing categories as per your preferences.
(Main Menu > PFM > My Budgets)
This tool allows you to allocate monthly budgets to specific expense categories.
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Set My Budget:
(Hamburger Menu > PFM > My Budgets > Set My Budget)
Assign budget limits to various categories on a monthly basis. -
Modify My Budget:
(Hamburger Menu > PFM > My Budgets > 3-dots: View/Modify)
Track and adjust your budgets as needed. -
Delete My Budget:
(Hamburger Menu > PFM > My Budgets > 3-dots: Delete)
Remove budgets that are no longer relevant.
(Main Menu > PFM > My Spending Trends)
Analyze your financial habits through dynamic visual reports and budget comparisons.
Spending Analysis
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My Spending:
View your expenses via an interactive donut chart.
Filters include: -
Spending categories
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Time periods (e.g., this month, last 60/90 days, last year)
Budget vs. Spending
Compare actual spending against your set budgets through easy-to-read graphical reports.
Time-based filters provide flexible views for better analysis.
For step-by-step instructions and additional details, please refer to the official myABL User Guide.