Geezeo spending analyzer

End users can view the Spending by category section on the dashboard, where they can view their spending information from Geezeo.

Selecting the filter button on the Spending by category section presents a drop-down list of connected accounts that can be selected or deselected, which changes the information shown in the spending chart. You can also use the date ranges in the tabs to adjust the chart view by date.

Selecting a segment in the chart shows the spending category and its spending amount.

View customization

By selecting More, you can access the View field and choose from Chart or List view. Selecting this option changes the Geezeo Spending by category card to appear with categories in a list next to the spending category total amounts.