Tracking Big Picture Spending with Total Sums

When you're managing spending—like a vacation, renovation, or holiday season—Total Sums makes it easy to see the full cost. This feature calculates the total of all expenses that fall under selected categories, tags, or both, giving you a running total that spans all time.

Perfect For:

  • ✈️ Big trips

  • 🎁 Holiday gift spending

  • 🛠 Renovation projects

image highlighting total sum area in report page

🛠 How to Set It Up

Creating a Total Sum is simple and flexible:

Step 1: Open Reports page

Go to the Reports page and scroll just below the Total Income graph to find the Total Sums section.

image showing report page with no total sum

Step 2: Tap (+) plus icon.

Click the (+) plus icon next to Total Sums.

Image of red arrow pointing to Plus icon on Total sums section

Step 3: Create filter for new Total Sum

A modal will appear, name your Total Sum — for example, “Beach Trip 2025” or “Birthday Bash.” Then select categories, tags, or a combination of both** that you want included.

image showing add total sum drawer with "Beach Trip 2025" filled in name input and "Beach trip" selected in tag section

Step 4: Hit “Create” — and that’s it!

Your new Total Sum will automatically update to include all expenses that use any of the selected categories or tags.

image showing the created total sum "Beach Trip 2025"

The Takeaway

Total Sums gives you a clear, long-term view of related expenses—no matter where they live in your budget. Whether you're planning a trip, organizing gifts, or tracking a project spending, just group what matters and see the full picture in one place.