Identified income↙
Transactions classified as incomeLESS GUESSWORK. MORE CLARITY.
Your month, made clear.
Understand your spending. Give your money a purpose.
Identified expenses↗
Monthly net balance≈
Income + refunds − expensesAwaiting review◷
Money sent to pay cards this month.
Payments received on cards:Transfers between accounts or people. You can change their category in Transactions.
Where did your money go?
Breakdown of identified expenses
Total expensesthis month
Transfers, refunds and unclassified transactions are shown separately.
Your month at a glance
Identified expenses by week
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✧ YOUR MONTHLY SUMMARY Calculated from your data
The period's net balance is not your current bank balance or money available to invest.A little help from you
Choose the right categories for these transactions.
All your transactions
Your report updates as soon as changes are saved.
| Date | Transaction | Category | Amount | Action |
|---|
Your account
- Name
- Sign-in email
- Sign-in method
- Plan status
Use the portal to update your payment method, view invoices or cancel your subscription.
Imported files
You can delete one import without removing the rest of your history.
Original files are not stored. Deleting an import removes its saved transactions. Privacy and data