How Summary works

Summary gives you an overview of your current finances and helps you budget.

It aggregates your income, spending, committed spending (scheduled payments and bills), as well as money set aside in Pots or savings accounts – so you know much money you have left to spend over the month.

As well as giving you an overview of your finances, Summary helps you set financial goals, and check your progress against them.

To find your Summary, tap the Home icon in the menu bar of your app, then tap the pie chart icon at the top right of the screen.