Activity Tab - Budget Analysis - RightCapital Help Center

The Activity tab of RightCapital's Budget Analysis allows you and your clients to analyze past income, expenses, and more on a monthly basis. The budget analysis can be found within the Dashboard > Budget tab of each client plan:

Don't see any information in the Dashboard > Budget Tab?

In order to utilize the budget analysis, clients must be invited to access their Client Portal, and must use account aggregation to link at least one bank account or credit card to the plan that is feeding in transactions.

To learn more, click here.

Two charts are provided for you in the Activity tab: Activity over time, and Prior activity by category.

Activity Over Time

The Activity over time chart will shine a spotlight on previous monthly expenses, income, net income, and other transactions. You can use the radio buttons above the chart to toggle between these options. This chart is an invaluable tool in understanding a client's past spending habits month to month:

The total budget you've set for each option will be displayed at the top of each chart.
Hover your mouse over the bar chart to view the specific dollar amounts for each month.
Click on a respective budget category to isolate that category within the chart.
Adjust the timeframe you are viewing using the dropdown menu in the upper right.

Prior Activity By Category

The Prior activity by category chart will recontextualize expense information into a pie chart, displaying each category as a percentage of the client's total spending for a given timeframe. This chart excels at making it visually apparent which budget categories make up the bulk of a client's expenses (or income):

The actual dollar amount spent (or received) will be displayed in the center of the pie chart.
Hover your mouse over the pie chart to view the specific expense (or income) percentages for each category.
Adjust the timeframe you are viewing using the dropdown menu in the upper right.