To view your recurring expenses, simply tap on ‘Recurring expenses’ to see which monthly expenses you’ve already paid. This gives you the ability to look at transactions you regularly pay – things like bills, subscriptions, etc. – and parse them out from your other spending.
Want to add a recurring expense to your monthly snapshot? From the current month, toggle to your spending view and then tap ‘Add recurring expenses.’ You’ll then be able to search from your recent transactions and tag an expense as recurring using the toggle.
Tap on ‘Other spending’ to see transactions that fall outside of your recurring expense categories. From here, you can sort transactions by date, amount or category.
Tap on either ‘Savings’ or ‘Investments’ to see your monthly contributions to your savings or investment accounts.
This article is for informational purposes only and is not a substitute for individualized professional advice. Articles on this site were commissioned and approved by Marcus by Goldman Sachs®, but may not reflect the institutional opinions of The Goldman Sachs Group, Inc., Goldman Sachs Bank USA or any of their affiliates, subsidiaries or divisions.