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Under: Welcome!
Learn Vest Use
  • Can you look at previous months or at least save a summary of previous months?
  • Hi there,

    Yes, you can look at a summary of previous months using our new "Trends" tab!

    Go to your Inbox, click on one of the folders, and then click on the "trends" button at the top of the page. You will then see a graph of your spending from previous months - the pink dotted line in the graph shows your budget level for that folder and the blue bars show your spending level for that folder. You can adjust the time period of the graph using the sliders at the top.

    You can also see this same graph for your total spending if you go to your Inbox, click "all transactions", and then click the "trends" button at the top of the page.

    Best,
    LearnVest Dedicated Support Team

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