Spending Graphs and Trends

Spending Graphs and Trends

Ready to get to know your spending habits really, really well?

On the web, you can view your transactions as a list … or you can pull up an interactive line graph of your spending and income.

We also display your transactions trends, so you can instantly see your average income and spending by day, week, month, or your entire life as a Simple customer.

  1. To view a line graph, click the Graph button to the right below the search bar. Webreportsandtrends

  2. This automatically brings up a graph of your deposits and expenses over the past six months. The green line represents the money you've earned, while the red line represents the money you've spent.Graph full

  3. The graph will default to showing you the last month. Click on Monthly to change your selection to daily, weekly, or all time. Graphdropdown

  4. When you search for transactions, the graph will automatically update to show just those transactions.

How do I make sure a transaction shows up in the right search?

Editing your transactions allows you to fine-tune your graphs and trends. You can re-categorize purchases, or label them with hashtags so that they're tracked in the way that makes the most sense to you.

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Important! Keep your account safe from fraud

As fraud attempts are on the rise recently — especially related to unemployment funds — help us keep your account safe by following these guidelines.

Use your Simple Account only for your own personal use. Don’t share your account with others or receive funds on behalf of third parties.

Don’t share your username or password with others. Never give out your login information. Simple will never ask you to tell us your password — if any third party makes such a request, it’s an attempt at fraud.

Don’t open an account at someone else’s request. If someone else asks you to open a Simple Account — such as a real estate company, prospective employer, or someone you met online — it is likely an attempt at fraud.

Be alert for unemployment insurance fraud. You may be violating the law and the terms of your Simple Account if you receive deposits of unemployment funds on behalf of someone else. There are state and federal penalties for unemployment insurance fraud (including potential fines and incarceration). If you suspect you are a victim of unemployment fraud, contact the appropriate state fraud hotline listed here.

Don’t receive funds on behalf of a third party. Keep in mind that receiving funds on behalf of a third party violates the terms and conditions of your Simple Account; in such instances, we may restrict and/or close your account and hold the funds while we await direction from enforcement agencies.

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