Spending Insights

Use the filters to analyze your bank-statement data by year, month, quarter, bank and account type.

Showing: all available data
Income
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Expenses
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Net cashflow
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Savings rate
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More details
Transactions
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Largest expense
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Uncategorized spending
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Uncategorized inflow
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Spending by category

Cashflow Over Time

Daily inflows vs outflows for the selected period (stacked bars).
Drag to move

By Category

Top 6 spending categories by default; smaller categories are grouped as Other.
Tap slices for drilldown

Category Detail

Inspect the biggest individual transactions in the selected category.
Resize for more context
Select a category to see individual transactions.
Dates lead each label, and full transaction detail is available on hover.
Top 20 transactions

Recent Transactions

Preview of the selected-period data (up to 50 most recent transactions).
Date Description Category Amount Type Bank Account

Money Bucket Categories

Set rules to categorize the transactions to better analyze them.
Add / Edit Rule

Your rules

Category Keywords Type Priority Actions