From the Insights page, you can view your personal spending history in J.P. Morgan Next. This data can be categorized by budget, merchant, and custom field. This article shows you how to open and view your personal spending insights from a web browser and the Next mobile app.
If you are an admin, you can also view insights for your entire company.
Navigate Insights from the mobile app
In the Navigation Bar, tap More
Tap Insights
The Insights page displays data for budgets and spending in Next
You can display insights by current month to date, last 12 months, or all time
Your selected time period is used for all the data displayed in the Insights page
To filter the Insights page, tap the Filter icon
From the Settings page, you can filter your Insights page by budgets, cards, merchants, and custom fields
To apply your selected settings, tap Apply
The Insights page displays the total spend amount, a spend graph, and the top budgets for the time period selected
To view insights for a budget, tap the name of the budget
The Budget Insights page displays the spend amount for that budget and the top merchants within the budget
All spend amounts reflect the time period filter selected on the main Insights page
To open the budget, tap View budget
Navigate Insights from a web browser
Select the My account link in the Navigation Menu
Select the Insights tab
The Insights page is divided into two sections: the Spend graph and the Spend summaries
View Spend graph
In the Spend Graph, you can view your total spend amount for a selected time period
To adjust the time period, select the Time drop-down menu
You can view the Spend Graph for the current month, last 12 months, current year, or all time
To select a custom date range, select Custom
Your selected time period is used for all the data displayed in the Insights page
To filter the Spend graph, select +Add Filter button
You can filter by budget, card, merchant, or custom field
The Spend graph displays the total spend and transactions amount for your selected time period and filters
If you selected the This Year date filter, you can view quarterly spend data by selecting View By Quarter
Note: Any filters or time period changes you make in the Company Spend Graph will affect the data throughout the rest of the page
To compare your selected time period to the previous time period, select Compare
For example, if you are viewing data from this year, you can compare that data to data from the previous year
To view a detailed summary of Insights data, hover over any bar on the graph.
View Spend summaries - Budgets
In the Spend Summaries table, you can view spending information for your budgets, merchants, and custom fields.
To view the Budgets table, select the Budgets tab
The Budgets table displays the name, spend amount, percent of total spend, and number of transactions for every budget where you have spent during your selected time period
To export your Budget table, select the Download icon
To view more information for a budget, select the budget
When viewing details for a budget, the Merchants table displays spend information for each merchant you have spent with for that budget
To view all transactions for the selected budget, select View all transactions
To view the budget, select View budget
To export the Merchants table, select the Download icon.
View Spend summaries - Merchants
To view the Merchants table, select the Merchants tab
The Merchants table displays the name, spend amount, percent of total spend, and number of transactions for every merchant category where you have spent during your selected time period
To export your Merchants table, select the Download icon
To view more information, select the merchant
When viewing details for a merchant, the Budgets table displays spend information for each budget where you have spent for that merchant.
To view all transactions for the selected merchant, select View All transactions
To export the Merchant table, select the Download icon
View Spend summaries - Custom fields
To add a new table based on a custom field, select the Add tab link
Select the custom field you want to view
The new table displays with spending data based on your selected custom field
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