Household analytics — see the full picture
Understand where your money goes and how it changes over time. Monthly trends, category breakdowns, period comparisons, and clean exports that make planning simple.
Reviewed by GoTaskhub Team · Last updated
Trends and category insights powered by your Home Expenses and Budgets.
Spot monthly trends
See how your spending changes across months and seasons. Trend lines highlight pace and direction— useful for planning school holidays, energy-heavy winters, or quieter months where you can save more. Because all charts are date-aware, you’ll quickly spot anomalies and act before small leaks become habits.
Break down by category
Understand where the money actually goes. Category views surface top drivers—groceries, transport, subscriptions—so you can trim without sacrificing what matters. Custom categories carry through automatically, so your charts mirror your real life.
Export with one click
When you need deeper analysis or to share a snapshot, export a clean CSV. The structure is consistent month to month, which keeps pivot tables stable and makes audits painless. Own your data, no lock-in.
How it works
Add expenses, set budgets, and let Home Analytics do the heavy lifting.
Log expenses
Record purchases with category and short notes. A steady habit is more valuable than perfect data. Consistent entries unlock accurate charts and reliable comparisons.
Set budgets
Give each key category a monthly limit. As expenses roll in, Analytics shows where you’re pacing hot or cold, so you can redirect before the month gets away from you.
View analytics
Open the dashboard to see trend lines, category shares, and biggest movers. Drill-down lets you inspect the exact transactions behind any spike or dip.
Export or compare
Download CSV for spreadsheets or compare periods in-app—last month vs this month, or this year vs last—so you can see improvements in context.
Real examples of insights
Common patterns households uncover in minutes:
Subscription creep
- Identify unused apps
- Cancel or downgrade
- Reclaim €15–€40/month
Groceries pace
- Mid-month overrun warnings
- Adjust next shops
- Switch to batch cooking
Transport spikes
- Petrol surge vs last month
- Carpool or plan routes
- Track maintenance separately
Utilities seasonality
- Heating vs summer baseline
- Budget winter properly
- Reduce bill anxiety
Cash withdrawals
- Separate from card spend
- Spot untracked cash usage
- Add quick notes for context
Weekend vs weekday
- Higher dine-out on weekends
- Set a cap
- Shift one meal to home cooking
Who this works best for
Busy families
Monitor categories that swing with the calendar—childcare, holidays, utilities—and spot early overspend before it snowballs.
Solo households
Keep a steady baseline and tighten where it counts. Use comparisons to confirm progress month by month.
Side-hustlers
Separate work-related costs from home spend, track trends, and prepare clean CSV exports for tax season.
GoTaskhub Analytics vs spreadsheets
| Feature | GoTaskhub Home Analytics | Spreadsheets |
|---|---|---|
| Trend lines | Automatic from your entries | Manual formulas and charts |
| Category breakdowns | Built-in with drill-down | Pivot tables to maintain |
| Comparisons | Period vs period in one click | Custom ranges and lookups |
| CSV portability | Clean structure, stable columns | Prone to column drift over time |
| Speed to insight | Minutes, no setup | Hours of template wrangling |
Pros & cons of GoTaskhub Analytics
Pros
- Clear, fast insights with minimal setup
- Drill-down from charts to real transactions
- CSV export keeps data portable and auditable
- Works seamlessly with Budgets, Expenses, Goals
Cons
- Insights are only as good as your logging habit
- Advanced comparisons are Pro features
Security & privacy
Permissions
Invite a partner with view or edit access. Each workspace is permissioned so your household stays in control of who sees what.
Data ownership & backups
Export your analytics data to CSV anytime for backups or deeper analysis. No lock-in—your history is yours to keep and move.
Glossary
- Trend line
- A chart line that shows how spending changes over time.
- Category share
- The percentage of total spend attributed to a category.
- Period comparison
- Analysing one date range against another (e.g., this month vs last).
- Drill-down
- Jumping from a chart to the underlying transactions for detail.
Frequently asked questions
What is Home Analytics?
It’s a set of visual reports for your household finances—monthly trend lines, category breakdowns, comparisons, and quick insights so you can plan ahead without spreadsheets.
Where does the data come from?
From your Home Expenses and Home Budgets. Add expenses as you go, set monthly limits, and Home Analytics pulls it together in clear charts.
Can I export my charts or data?
Yes. Export underlying data to CSV for spreadsheets or sharing. You can also print or screenshot charts for quick updates with a partner.
Is Home Analytics in the free plan?
Home Finances (including Analytics) is part of GoTaskhub Pro. You can start free and upgrade anytime.
Can I compare month vs month or year vs year?
Yes. Use the date-picker to compare any two periods—see deltas for each category and your overall month-to-date pace.
Does it support custom categories?
Absolutely. Create and rename categories to match how your household spends. Analytics updates automatically to reflect your taxonomy.
How do you handle multiple currencies?
Pick a primary currency for summaries. If a transaction is in another currency, record the converted value and add a note with the original. Charts remain consistent while you preserve context.
Can I drill down from a spike to the actual transactions?
Yes. Use drill-down links to jump from a chart segment to the filtered expense list for that category and period.
Can I import a bank CSV and use analytics on it?
Yes. Import CSV to prefill expenses, map columns, and then review the analytics right away—no extra setup needed.
Do you show forecasts?
You can approximate pace using month-to-date spend vs. remaining days. For precise forecasting, export to CSV and model scenarios in Sheets.
Related features
See your spending clearly
Try GoTaskhub free. Upgrade to Pro for the full Home Finances suite.