KNOWLEDGE BASE

What is spend analysis?

Spend analysis is a free tool only available on our full website that allows you to:

  • Review card spending on a monthly, quarterly, year-to-date or annual basis.
  • View spending by total spending, category, and more.
  • Customize views to meet your needs, with up to 36 months of data available.

We’ll automatically choose your eight highest spend categories for the time frame you’ve selected. Then, all the remaining spend categories are moved to the “Other” category. This creates a maximum total of nine top spend categories.

More information

To see a mobile version of your spending, you can view the Money Tracker by scrolling down on your main dashboard in the mobile app.

How do I find my spend analysis (i.e., annual account summary) for my debit card?  

How do I find my spend analysis (i.e., annual account summary) for my credit card account?