1.8 Inquire about user's spends

This topic provides the systematic instructions for business users to inquire about their spends under a particular category or sub-category using the Chatbot.

To inquire about spends:

1. Perform one of the following actions:
   • Type a question to inquire about the spends under a particular category/sub-category for a particular period, and press Enter.
   • Click Spends.

     The application displays the spending in the pie chart with Category Name, Percentage Spent, and Amount for each category.

   The application prompts you to click on a Category Name to view further bifurcation under the sub-categories.

   Figure 1-12 Spends Inquiry- Category wise

   
   

   
   Description of "Figure 1-12 Spends Inquiry- Category wise"

   
   
2. Click on the required Category Name.
   The application displays the bar chart with the spend for each Sub Category Name and Amount.

   The application also prompts you to click on a Category Name to view the transactions under the category.

   Figure 1-13 Spends Inquiry- Sub Category wise

   
   

   
   Description of "Figure 1-13 Spends Inquiry- Sub Category wise"

   
   
3. Click on the Category Name.
   The application displays the transactions under the category.

   Figure 1-14 Spends Inquiry- Transaction wise

   
   

   
   Description of "Figure 1-14 Spends Inquiry- Transaction wise"