Marcus Insights: See Your Monthly Cash Flow

September 9, 2020

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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.

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

Learn more

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. Individuals should consult their own tax advisor for matters specific to their own taxes and nothing communicated to you herein should be considered tax advice. This article was prepared by and approved by Marcus by Goldman Sachs, but does not reflect the institutional opinions of Goldman Sachs Bank USA, Goldman Sachs Group, Inc. or any of their affiliates, subsidiaries or division. Goldman Sachs Bank USA does not provide any financial, economic, legal, accounting, tax or other recommendation in this article. Information and opinions expressed in this article are as of the date of this material only and subject to change without notice. Information contained in this article does not constitute the provision of investment advice by Goldman Sachs Bank USA or any its affiliates. Neither Goldman Sachs Bank USA nor any of its affiliates makes any representations or warranties, express or implied, as to the accuracy or completeness of the statements or any information contained in this document and any liability therefore is expressly disclaimed.