Reminder Review

The Reminder Review feature shows you if you are overspending.

When your budget is set up as transaction reminders, the Reminder Review can show if you’re on budget by comparing your actual spending over a given period in the past against your transaction reminders for that period.

When your budget is set up as transaction reminders, the Reminder Review can show you if you’re on budget by comparing your actual spending over a given period in the past against your transaction reminders for that period.

You can view the result on a chart

Or you can view the result in a table

Configure the Review

Select Categories

By default, all categories within your data file will be included.
It is recommended to include all categories to begin with. Then refine later once you become familiar with how the review feature works.

To change the includes categories, select Tools -> Foresight Review, then choose 'Select Categories' at the bottom of the window. To remove categories, move them from the 'Selected' panel on the right, into the 'Available' panel on the left.

Select a Past Period

At the bottom of the review window, you can select the date range. There are a lot of options to choose from but it is recommended you choose one of the options that shows you a changeable date range. E.g. 12 months ago, 3 months ago. At any point in the year it will show you the preceding number of months. This gives a good picture of how well you are managing to stay on track. If you select a set date range like ‘Year to date’, things might look good at the end of January but that could be masking a December blowout.