Debt Snowball
π‘ What-If Simulator
Extra monthly payment:
AI Spending Insights
This Month's Financial Grade
β
Run analysis to get your grade
π‘ Subscriptions Detected
Run analysis to detect subscriptions.
π‘ AI Tips
Run analysis to get personalized tips.
β οΈ Spending Anomalies
Run analysis to detect unusual spending.
π Tax Tip
Run analysis for a tax tip.
βοΈ
Analyzing your finances...
Receipt Scanner
πΈ
Tap to upload receipt
AI reads vendor, amount & date
Recurring Transactions
You'll be asked to confirm before these are added each month.
Auto Rules
Rules run on every import and manual entry. First match wins β drag to reorder priority.
Export Data
Export Format
CSV opens in any spreadsheet app. Excel includes multiple tabs.
Choose What to Export
π³ Transactions
Date, vendor, amount, category, notes
π¦ Budget Summary
Category budgets vs actual spend
π° Net Worth
Assets, liabilities, and net worth snapshot
π³ Debt Snowball
All debts with balance, rate, payoff date
π¦ Everything
All of the above in one file
Settings
π Security
π΅ Budget Period
Budget Categories
β
Bank Statement Queued
Imported from Transactions β review your matches below
π¦
Import Bank Statement
Or check the "Bank stmt" box when importing CSV in Transactions β no double upload needed
Matches against your logged transactions by amount & date
All
β οΈ Unmatched
β Matched
Ignored