Records & budgets

Check dates, categories and cleared or pending status before interpreting a target.

Analytics

Use matching date windows and remember that planned values are shown separately from actuals.

Categories & subcategories

In Subscriptions & bills, open a default category and choose a subcategory. Add an amount, due date and frequency. If the bill is already listed, edit it instead of creating another charge.

Subscription reviews

Choose Subscriptions → Video streaming for service suggestions. For App Store subscriptions, opt in to a review every 7, 30 or 90 days, check your Apple subscriptions, update your bills and mark the review complete.

Recurring costs

Record or link the real payment before expecting it in cleared-spending totals.

Data sources

Private iCloud keeps a local replica and syncs when Apple permits. Preview data is temporary. A shared repository must be deliberately configured and authorised.

Exports

Create CSV, calendar or reminder exports only when you intend to move that information.

Product boundary

For tax, accounting or financial advice, use an appropriate qualified service instead.

Before seeking help

Note the platform, app version, selected data source, date range and exact message. Do not include credentials, account numbers or unredacted financial records.