HelpPots, budgeting and savingHow Summary works

How Summary works

Summary gives you an overview of your current finances and helps you budget.

It aggregates your income, spending, committed spending (scheduled payments and bills), as well as money set aside in Pots or savings accounts – so you know much money you have left to spend over the month.

As well as giving you an overview of your finances, Summary helps you set financial goals, and check your progress against them.

Head to Trends in the app to see a more accurate left to spend calculation, plus a graph of your balance. Trends is the new home of spending analysis and will replace Summary in the future, you can check it out at the link below.

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