Your Overview and Reports show one period at a time, like This month or Last 12 months. Every figure and chart on the page follows it.
Step back and forward
Use the ‹ and › arrows on either side of the picker. They move by the period's own length: a month at a time for a month, a year at a time for Year to date, 60 days at a time for Last 60 days. You can't step past today, or back before your first month with transactions.
Pick a period
Open the picker
Tap the period's name in the middle of the picker.
Choose a tab
Pick from Quick, Month or Dates (see the table below).
Pick your period
The page updates straight away. For your own dates, set From and To, then choose Show these dates.
Tab | What you can pick |
|---|---|
Quick | This month, Last month, Last 60 days, Last 3 months, Last 12 months or Year to date. |
Month | Any month from your first month with transactions up to now. |
Dates | Your own start and end dates, up to today. Handy for a trip or a tax year. |
Your choice stays while you're on the page, and it's kept in the page's address, so a reload or a bookmark opens the same period.
Choose the period a dashboard opens on
A dashboard opens on This month unless you choose otherwise. To change that, pick a period from Quick (say, Last 12 months), open the picker again and choose Make Last 12 months the default at the bottom. That dashboard now opens on it every time, and the picker says Opens on Last 12 months by default.
This works for periods that move with today, like Last 60 days, Last 3 months, Last 12 months and Year to date. Last month, a single month or your own dates can't be a default, because they'd go out of date. Each dashboard keeps its own default.
Cards that keep their own period
Most cards follow the page's period. A card can also keep a period of its own, set in its settings when you customize your dashboard. The standard Month by month chart, for example, always shows six months, ending where the page's period ends.
Cards about today, like Account balances, always show the latest figures whatever the period.
When this month is still empty
Early in a month, or when your newest statement ends a while back, the Overview and Reports open on your latest month with activity and say so, for example: Nothing in October 2026 yet, so you're seeing your latest month with activity. Choose the Show button beside it to switch to the current month.