The Overview tab shows your income and expenses across all your wallets in one place, with charts and a breakdown by category. You can narrow it down to the wallets, categories and period you care about.
Where to find it
Tap Overview in the tab bar at the bottom of the app.
Set your main currency
Overview shows every amount in your main currency, even when your wallets use different currencies.
- Open More.
- Tap Main Currency.
- Select your currency.
For how amounts in other currencies are converted, see How to set the currency and exchange rate.
Choose wallets, categories and period
Tap the filter button at the top of Overview. In the menu you can:
- Pick wallets. Keep All Accounts, or select only the wallets you want to see.
- Pick categories. Keep All categories, or select only some of them. Categories you turn off here are left out of Overview totals and charts until you turn them back on.
- Change the period. Choose Week, Month, Year, All history or Custom for your own date range. For weeks and months, First day sets the day the period starts.
- Include scheduled. Turn it on to count payments that are still to come in this period.
Leave a wallet or category out of Overview
If a wallet would distort your numbers, for example a savings account or a wallet for someone else’s money, you can leave it out of Overview for good:
- Open More and tap Wallets (or open the Accounts tab).
- Touch and hold the wallet.
- Tap Exclude from Overview.
To bring it back, choose Include in Overview the same way.
You can also leave out a single transaction: touch and hold it in the list, or open it, and choose Exclude from Overview.