💸 teresa

summaries and questions

ask in plain words: the month, a category, a person, a custom column - totals by category with last month for comparison.

the month

"summary", "resumen del mes", "how are we doing" - total, totals by category, and how it compares with the previous month. name a month for an older one: "summary for july".

today
summary 20:16
💸teresa ✓august so far: 2,845
food 1,240 · groceries 620 · transport 545 · fun 440
12% under july · receipts on 3 of 9 20:16

one thing

"how much on food this month", "cuánto en transporte en julio", "what did i spend on the trip". in groups, "what did milo pay" or "how much is on the roma tab".

today
milo@teresa how much on groceries this month? 12:20
💸teresa ✓groceries, august: 1,860 across 7 rows
ann 1,240 · milo 620 12:20

by a custom column

with custom fields defined, ask for a breakdown by one: "spend by payment method", "how much on the company card".

today
luis@teresa spend by payment method 17:00
💸teresa ✓august by payment method:
company card 7,580 · cash 1,120 · own 640 17:00