Management Walkthrough

Spending Health

A 0–100 score that watches your spending patterns and flags when something looks different from your baseline. Not a judgment—a signal.

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Overview

What is Spending Health?

Spending Health is a composite score that detects anomalies across all your spending categories. It uses a 90-day rolling baseline to learn what “normal” looks like for you, then flags when actual spending deviates significantly from that pattern.

The score lives on the Management landing page as a KPI card. A score of 100 means your spending matches your baseline perfectly. Below 50 means one or more categories are running 15%+ above normal. It's not about whether you spend too much—it's about whether your spending looks different from your own history.

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Step by Step

Step-by-Step Guide

1. Find Your Score

Navigate to Management. The Spending Health KPI card appears on the landing page alongside Budget Health and other summary metrics.

2. Understand the Score

100 means your spending matches your 90-day baseline perfectly. Below 50 means one or more categories are running 15%+ above normal. Higher is better—but a dip isn't always bad, it just means something changed.

3. Identify Anomalies

Click into the score to see which categories triggered it. Each flagged category shows actual vs expected spending, so you can tell whether the spike is a surprise bill or a gradual pattern shift.

4. Take Action

For genuine anomalies (surprise charges, impulse spending), adjust your Blueprint budget to account for the change. For expected spikes (holidays, annual subscriptions, travel), dismiss the anomaly so it doesn't skew your baseline.

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Pro Tips

Pro Tips

  • Give it time to calibrate: The baseline needs about 30 days of data to be meaningful. New accounts will show 100 until enough history builds up.
  • Dismiss expected spikes: Holiday spending, annual insurance premiums, and one-off purchases should be dismissed so they don't distort your rolling baseline.
  • Watch for persistent drops: A score dip during vacation is normal. A score that stays low for 2–3 weeks signals a spending habit shift worth investigating.

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