Complete financial picture

Expense categories

Categorise your expenses and see where your money goes with clear visualisations.

Stacked bar chart showing expense categories breakdown over time

Key highlights

Category breakdown

Track expenses across housing, transport, food, utilities, entertainment, and other categories.

Fixed vs variable

Distinguish between fixed expenses (rent, insurance) and variable expenses (dining, shopping).

Expense visualisation

See where your money goes with pie charts and bar graphs showing expense breakdowns.

Retirement expenses

Estimate your retirement expenses to calculate an accurate FIRE number.

Why this matters

  • 1
    Understand your spending patterns and identify areas for potential savings.
  • 2
    Calculate your savings rate accurately by knowing your true expenses.
  • 3
    Plan for retirement by understanding which expenses will change.
  • 4
    Set realistic retirement spending targets based on your current lifestyle.

How it works

  1. 1

    Navigate to the expenses section and add your regular expenses.

  2. 2

    Categorise each expense and mark whether it's fixed or variable.

  3. 3

    View your expense breakdown charts and total monthly spending.

  4. 4

    Set expected retirement expenses to calculate your FIRE number.

Ready to start planning your financial future?

Join Wealth Dashboard and get access to all our features including expense categories.

Expense categories | Wealth Dashboard