Monthly Summary

Get a full breakdown of your spending for any month.

Running a summary

/summary

Shows the current month. For a past month:

/summary 2026-02
/summary 2025-12

What's included

Spending by category

A compact visual breakdown with category bars, vs-last-month change, and inline budget status:

📊 March 2026 — 12 transactions

Food          MYR 380  ████████░░  42%  ↑18% · 76% of budget
Transport     MYR 210  ████░░░░░░  23%  ↓5%  · ⚠️ 80% of budget
Shopping      MYR 155  ███░░░░░░░  17%  ↑32%
Entertainment MYR  90  ██░░░░░░░░  10%  ↓12%
Other         MYR  70  █░░░░░░░░░   8%  new

Total         MYR 905
Daily avg     MYR 30.17/day

Budget indicators are shown inline — ⚠️ 80% when approaching the limit, 🔴 over budget when exceeded.

vs last month

Each category shows the percentage change compared to the previous month (↑ or ↓), giving you a quick sense of where spending shifted.

Account breakdown

Shows how much was spent from each linked account, so you can see which accounts are being used the most.

Top expenses

The largest individual expenses for the month are highlighted so you can quickly spot big-ticket items.

Income & cash flow

If you've logged income for the month:

💰 Income     MYR 5,000
💸 Expenses   MYR   905
📈 Net       +MYR 4,095  (81.9% savings rate)

Accessing history

How far back you can query depends on your plan:

Plan	History access
Free	Current month only
Pro	Up to 6 months back
Ultimate	All time