[No QA] docs: add Spend over time section to Home Overview

[MelvinBot]

Summary

• Adds documentation for the new Spend over time widget on the Home page, introduced in Create SpendOverTime widget for the Home page #85417
• Updates the "What Home shows" list to include the new section
• Adds a dedicated "How the Spend over time section works on Home" section describing the line chart widget, eligibility (workspace admins, auditors, and approvers on paid workspaces), and the View button
• Adds a FAQ entry explaining why the section may not be visible

Test plan

• Verify the article renders correctly on the HelpDot staging site
• Confirm all headings are task-based per HELP_AUTHORING_GUIDELINES.md
• Confirm UI element names match the product (e.g., Spend over time, View)
• Confirm the section order matches the actual Home page layout

[github-actions]

Naming and style -- inconsistent bolding of UI element: "Spend over time" in "the full Spend over time chart" should be bolded as Spend over time to match the bolded references elsewhere in this article (and in the bullet list on line 35). Per HELPSITE_NAMING_CONVENTIONS.md, UI section names must be formatted consistently.

Also, "workspace admins" should be capitalized as "Workspace Admins" to match Expensify UI terminology. The same applies to "auditors" and "approvers" -- if these are role labels shown in the product UI, they should match exact UI capitalization.

Suggested change

	This section is available to workspace admins, auditors, and approvers on paid workspaces that have transaction data. Click **View** to open the full Spend over time chart on the Search page.
	This section is available to Workspace Admins, auditors, and approvers on paid workspaces that have transaction data. Click **View** to open the full **Spend over time** chart on the Search page.

[github-actions]

Naming and style -- capitalize role names consistently: To match the corresponding section (line 76) and Expensify UI terminology, "admin, auditor, or approver" should use consistent capitalization with the rest of the article. If the product UI displays these as proper nouns (e.g., "Admin"), capitalize them here too.

Suggested change

	The **Spend over time** section only appears if you are an admin, auditor, or approver on a paid workspace that has existing transactions. If you don’t hold one of these roles, or your workspace has no transactions yet, this section won’t be visible.
	The **Spend over time** section only appears if you are an Admin, auditor, or approver on a paid workspace that has existing transactions. If you don't hold one of these roles, or your workspace has no transactions yet, this section won't be visible.

[github-actions]

Readability / structure -- redundant content: This paragraph repeats nearly the same information provided two lines above ("available to workspace admins, auditors, and approvers on paid workspaces that have transaction data"). The FAQ entry on line 128-130 also restates this eligibility criteria a third time. Consider removing this sentence to reduce redundancy and keep the section concise, since the preceding paragraph already covers the conditions and the FAQ handles the "why don't I see it" question.

[github-actions]

Naming and style -- platform-specific interaction verb: "Click" is a web-specific interaction verb. Since Expensify works on both web and mobile, consider using platform-neutral phrasing or providing separate instructions per HELPSITE_NAMING_CONVENTIONS.md navigation standards. For example: "Select View to open the full Spend over time chart on the Search page." Alternatively, if "Click" is intentional because this feature is web-only, note that explicitly (e.g., "This feature is not available on mobile").

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR adds a "Spend over time" section to the Expensify Home Overview article. The changes are well-scoped, consisting of YAML metadata updates, a new bullet in the summary list, a new descriptive section, and a new FAQ entry. The new content follows the existing article's established patterns and is clear and concise. One metadata bug fix (period to comma in keywords) is a welcome correction.

Scores Summary

• Readability: 9/10 - The new content is clear, scannable, and well-structured. The three-paragraph section body follows a logical progression: what it is, who can see it and what they can do, and when it will not appear. The FAQ answer is direct and self-contained.
• AI Readiness: 9/10 - Keywords and internalScope are both updated to include the new feature. The added keywords ("Spend over time, spending chart, insights") reflect realistic search terms. The heading and FAQ entry both use the full feature name, aiding semantic retrieval. The period-to-comma fix in the existing keywords array is a valuable correction.
• Style Compliance: 8/10 - UI element formatting is correct: Spend over time and View are properly bolded. The heading follows the established "How the [section] works on Home" pattern. One issue: "Click View" uses web-only interaction language without accounting for mobile users. Per HELPSITE_NAMING_CONVENTIONS.md cross-platform rules, if the interaction exists on both platforms, mobile phrasing ("Tap") should also be provided.

Key Findings

• The metadata keyword fix (changing assigned cards. Expensify Card limit to assigned cards, Expensify Card limit) corrects a syntax error in the original file where a period was used instead of a comma delimiter. This is a good catch.
• The new section and FAQ entry are placed in the correct logical order relative to existing sections, maintaining the article's structure.
• The heading "How the Spend over time section works on Home" is consistent with the pattern used by all other section headings in this article (e.g., "How the For you section works on Home", "How the Discover section works on Home").
• The phrase "Click View" on line 76 of the diff only addresses web users. Per the cross-platform clarity rules in HELPSITE_NAMING_CONVENTIONS.md, if the interaction is available on mobile, a "Tap" variant should be provided. If the chart feature is web-only, this should be stated explicitly (e.g., "This feature is not available on mobile.").
• Role names ("workspace admins, auditors, and approvers") are used in lowercase. If the product UI capitalizes these roles, they should match exactly per the Core UI Referencing Rules.

Recommendations

1. Address cross-platform phrasing for the View action. Replace "Click View" with platform-specific instructions, or clarify if this action is web-only. For example: "Click or tap View to open the full Spend over time chart on the Search page." Alternatively, if web and mobile navigation differ: provide separate Web/Mobile lines.
2. Verify role capitalization against the product UI. Confirm whether the UI displays "Workspace Admins" or "workspace admins" and match accordingly.
3. Both items above are minor. The content is otherwise ready and well-aligned with governance standards.

Files Reviewed

• docs/articles/new-expensify/getting-started/Expensify-Home-Overview.md -- Metadata keywords and internalScope updated; new "Spend over time" bullet added to summary list; new "How the Spend over time section works on Home" section added; new FAQ entry "Why don't I see the Spend over time section?" added. All changes are consistent with existing article patterns and governance requirements.

Review based on docs/HELPSITE_NAMING_CONVENTIONS.md, docs/HELP_AUTHORING_GUIDELINES.md, and docs/TEMPLATE.md governance files.

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://24bf0fc4.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/getting-started/Expensify-Home-Overview