Performance
The Performance tab shows financial performance and administration signals. It displays how categories relate to the budget, provides notifications for notable changes, and shows suggested actions.
What is shown
Section titled “What is shown”- Indicators per category — status relative to the budget.
- Notifications — messages for budget overruns or important changes in the administration.
- Actions — suggested adjustments to keep the administration in order.
Earning and following up on achievements
Section titled “Earning and following up on achievements”Achievements are earned by actively maintaining the administration: importing transactions, categorising, budgeting, and monitoring the balance between income, expenses, balance, and debts.
- Clicking on an achievement shows the goal description — what the achievement means and how it is earned.
- Increase or decrease relative to the previous value is shown directly below the displayed figure — making progress per period visible without clicking through.
Notifications on or off
Section titled “Notifications on or off”Enable or disable browser notifications via the Enable notifications button at the top of the Performance tab.
Diagnosis indicators (optional)
Section titled “Diagnosis indicators (optional)”Via More > Settings > Diagnosis indicators in Coach, additional indicators can be shown:
- Structural monthly result.
- Fixed expense ratio.
- Income dependency.
When disabled, the Performance tab shows only the basic indicators.
Clearing messages
Section titled “Clearing messages”Delete all messages clears the notification list at once.
Setting a target balance per account
Section titled “Setting a target balance per account”A savings goal is set on the account itself — not on the Performance tab. Open the account in the Balance tab and enter the target balance. Spendle calculates progress based on this and shows a progress bar towards the goal in the balance overview. See Account settings.