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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 including household expenses and living expenses.
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 to get a better idea of your monthly expenses list.
Tap on either ‘Savings’ or ‘Investments’ to see your monthly contributions to your savings or investment accounts.
The Marcus app is available in both the App Store and Google Play. Available in the US only. Marcus Insights is available on iOS, Android and web. User experience and user interface may differ slightly based on mobile device and platform.
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.