Money Management Spending Widget Overview 

Written by:

Baylor Cox

Reviewed by:

• Kayla George

Understanding where your money goes is an essential step toward building a strong financial future. The Money Management Spending Widget helps you visualize your spending habits, so you can stay on top of your budget with ease. Instead of sifting through statements line by line, the Spending Widget organizes your purchases and gives you a clear picture of where your money is going. 

Keeping track of expenses is a key part of managing your finances, and the Spending Widget makes it simple. Money Management automatically sorts purchases you make from your WeStreet accounts, grouping them into clear spending categories. If something is sorted incorrectly, you can easily manually re-sort transactions to make sure your spending data stays accurate. 

Track where your money is going by category to better understand your spending habits. 

• Select a section of the wheel to see spending per category. Categories under 3% of total spending are grouped as Other (gray). 

• Drill down into subcategory spending (for example, Groceries vs. Dining Out) by selecting a category. 

• Select a subcategory or View Transactions to view related transactions and edit them if needed. 

Adjusting the Date Range 

You can customize the time frame in three ways: 

• Use the back/forward arrows to navigate. 

• Use the dropdown to select a preset range. 

• Use the calendar view to set a custom range. 

Why Can’t I See All My Spending Categories? 

• Categories with less than 3% of total spending are grouped in Other (gray). 

• If a category is missing, check Other. 

• Ensure your transactions are categorized correctly and re-sort them if needed. 

Why Does One of My Spending Categories Seem Off? 

• Transactions may be sorted incorrectly. Regularly reviewing your transactions and making changes if needed improves accuracy. 

• Some credit transactions (for example, reimbursements) may appear in spending instead of income.