This week we launched Pocketbook Analyse, and I wanted to take some time to explain some of its features.

We built the new Analyse tool based on your feedback. You told us you wanted to splice and dice historical transactions to better understand how you spend. This is a first step.

The Spending Wheel

As a centrepiece of Analyse, the Spending Wheel is a great way to get a snapshot of your spending habits. Now you can include and exclude categories and zoom in to understand more. My favourite is just watching the graph dance as you select and unselect things!

Include and exclude accounts

We have heard from many of you that you want to isolate certain accounts. Some of you also wanted to exclude money transferred between accounts. We’ve created these selection boxes to let you filter and get a more accurate picture.

Time period selector

Many of you suggested you wanted to look at spending in different time periods with even more customisations. We’ve included a calendar tool to help you zero in and build your Spending Wheel for different dates.

Credit vs debit over time

You have told us it’s important to compare week-to-week or month-to-month. This vibrant chart let’s you get a snapshot view which can immediately impact how you budget. Try it out with different categories and accounts.

Zooming in on categories

Again to help you zero in on super-categories, we’re showing you the related transactions all in the same place. This way, you can start to make some quick decisions about where to cut down.

Just a start
All this is just a start at Pocketbook. We’ll look to continue building features in a way that’s exactly what you’re looking for in a personal finance tool. Making managing your life figure-clickingly easy.

We encourage you to play with the new Pocketbook Analyse tool, and let us know what you think.

Bosco

PS, thanks to Eli for the tip on the graphing package!