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Analysis Overview
The value of bookkeeping lies in looking back. Based on your entry data, BookKeep provides a set of analysis views that answer, from different angles, "where did the money go, is the spending healthy, and how can it be improved?"
Analysis features at a glance
| Feature | Question it answers |
|---|---|
| Home & Calendar | How are income and expenses going this month? Which days did I spend the most? |
| Spending Profile | What kind of consumer am I? |
| Health Score | Is my financial situation healthy? Where are the weaknesses? |
| Income & Expense Insights | What does the income and expense structure look like by category and tag? |
| Spending Optimization | Which large expenses are worth reviewing and trimming? |
| Savings Analysis & Wealth Growth | How much can I save each month? Are my assets growing? |
| Fund Flow | How does income flow step by step into each type of expense? |
| YoY & MoM Comparison | How much has it changed compared with last month or the same period last year? |
| Spending Concentration | Is spending concentrated in a few categories? |
| Spending Structure | What is the ratio of fixed to variable expenses? Is food taking a large share? |
Where to find it
| Platform | Location |
|---|---|
| Web app | Left menu "Insights & Analysis" (the most complete feature set) |
| Desktop app | "Analysis" area in the left navigation |
| Android app | Statistics-related pages (analysis features are being aligned gradually; for the full experience use the web app) |
Things to know
- Analysis is based on your entry data. The more complete your records, the more accurate the analysis
- Entries marked "exclude from income & expenses" are not counted in the statistics
- Most analyses support filtering by ledger and date range, so you can look at a single ledger or a specific period only
- Analysis results are calculated in real time; no manual refresh is needed
- Charts involving forecasts (estimated expenses, wealth growth forecast) are extrapolated from historical trends and are for reference only
Suggested path for new users
- Start with Home & Calendar to get an overall sense of this month's income and expenses
- Then look at Spending Structure to find the categories you spend the most on
- Finally check Health Score to understand your overall financial situation and get improvement suggestions