Marcus Insights: See Your Expenses by Spending Categories and by Most Frequented Merchants

September 9, 2020

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See your spending by category

Discover how you spend across various spending categories including travel, shopping, dining and drinks, and home. First scroll down to tile that shows your spending by category, then toggle between different spending categories by tapping on the arrows. For a more detailed view, tap into the tile. You’ll then be able to see specific transactions and merchants within a spending category.

See a transaction that looks like it’s in the wrong category? Simply tap on that transaction to update the category. You can also make the transaction a recurring expense, or exclude it from your spending view. You can even re-categorize a specific transaction so that the category applies to future expenses from that merchant (e.g., categorizing all transactions from Amazon as ‘shopping’).

See your spending by your most frequented merchants

This feature is currently only available on iOS

See how much you’ve spent with your most frequented merchants over a certain timeframe. Scroll down to the tile labeled ‘What did I spend on’ that shows how much you spent at your top merchants over a selected period of time. Tap on ‘See more’ to get a detailed transaction view of your spending from a particular merchant.

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.