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Analytics

Analytics turns saved financial records into trend and planning views.

Available Analysis​

Cashlytics calculates:

  • monthly overview
  • forecast projections
  • category breakdown
  • normalized monthly expenses
  • monthly trends
  • expenses by category
  • income versus expenses by month
  • savings progress
  • subscriptions
  • monthly payments calendar

Data That Feeds Analytics​

Analytics uses accounts, income, recurring expenses, daily expenses, transfers, categories, and recurrence dates. Results are only as accurate as the saved dates, recurrence settings, account links, and categories.

Reading Results​

Use Analytics to inspect spending concentration, recurring commitments, subscription load, monthly cashflow, and forecast direction. If a chart looks incomplete, review missing categories and date filters before changing financial assumptions.