How to view your Spend by Category?
Beyond Bank+ has split how you spend into two buckets 'Living' and 'Lifestyle'. Living expenses are everyday costs necessary to maintain your basic needs and are usually regular ongoing expenses (mortgage, rent, groceries, insurance etc.) Lifestyle expenses are discretionary and can be budgeted to decrease costs without impacting on your basic standard of living (takeaway, entertainment, travel etc).
To view how you spend (by category) follow the steps below:
- Scroll to the How you spend widget on your Dashboard
- Select either 'Living' or 'Lifestyle' from the graph
- Select a category e.g. 'Entertainment' (under Lifestyle) or 'General Insurance' (under Living)
- Select the month to view spending information in each month
To further breakdown your expenses chart, you can select a transaction and add a #Tag to it. Select the transaction then ‘Create a tag’. You can create your own or search for an existing tag from our database.
https://www.beyondbank.com.au/need-help/how-to-view-your-spend-by-category