How the Spending tracker works

The Spending tracker is the row of coloured cards near the top of the Expenses page. It gives a quick view of how much spending has been recorded for different periods.

What each tracker card means

• Today shows expenses recorded for the current trading day.
• This week shows expenses for the current Monday-to-Sunday week.
• Month to date shows expenses from the first day of the current month up to the current date.
• Year to date shows expenses from the first day of the current year up to the current date.
• Since start shows all recorded expenses since your Bizwazi records began.

How to use the tracker

• Tap a coloured card to filter the expenses list by that period.
• Use Today when checking today’s spending before doing daily reconciliation.
• Use This week when reviewing whether weekly spending is too high.
• Use Month to date when checking how much has been spent so far this month.
• Use Year to date when checking longer-term spending.
• Use Since start when you want to see all recorded expenses.

What to watch for

• If the spending total looks too low, an expense may be missing.
• If the spending total looks too high, an expense may have been entered twice or with the wrong amount.
• If spending is correct but account balances look wrong, check whether the expense was paid from the correct account.