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Marcus Insights: See Your Monthly Cash Flow

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See your month at a glance: what you’ve saved, spent, and invested, and what’s left over. From the home screen, scroll down to the tile that gives you a view of your monthly snapshot. Based on the accounts you’ve linked to Marcus Insights, you’ll see a breakdown of your monthly expenses so far this month, your monthly income and what’s remaining. 

To get a closer look at your monthly snapshot, tap on the tile. From here, toggle between the arrows to get a closer look at your spending, saving and investments. On iOS, you can access your historical monthly snapshot by clicking on the tray at the bottom of the screen as shown below. On Android, you can view your historical data through the dropdown at the top of your monthly snapshot tile.

User experience and user interface may differ slightly based on mobile device and platform

Take a look at your recurring expenses

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.

View contributions to your monthly savings and investment accounts

Tap on either ‘Savings’ or ‘Investments’ to see your monthly contributions to your savings or investment accounts.

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Marcus Insights’ smart tools and trackers are designed to help you see your money clearly and make empowered financial decisions.

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.