Open the transactions behind every report result
Compare spending with last month
How many months your savings last
Every result links to transactions
Manage the month
Budget performance Will I stay within my budgets? Spending and forecast for each budget of the month. Spending velocity Am I spending faster than usual? This month’s cumulative spending against earlier months. Savings rate How much of my income am I keeping? Income, spending and savings by month.
Spending
Money flow Where did this month’s money go? Income through wallets into spending groups. Category drift What shifted between categories? Each category’s change in share over the period. Spending map In which months was spending higher? Spending by category and month. Expense comparison What changed since last month? The categories with the largest change. Exchange-rate difference What did currency moves cost me? The result of currency purchases and sales for a tax year. Currency conversions What did my conversions cost? Recorded exchanges next to a reference rate.
Income and savings
Income stability How steady is my income? Mean, spread and direction by month. Savings runway How long would my savings last? Assets divided by the average monthly spending.
Wallets and data
Data coverage Can I trust the imported data? Periods without transactions and import issues. Account gaps Which accounts have no recent transactions? Active accounts with nothing recorded in 14 days. Anomalies Was anything unusually large? Expenses over twice their category average. Recurring detection What repeats without a plan? Similar expenses you can turn into recurring ones. Subscriptions What do my subscriptions cost? Planned recurring payments by period.
Transactions
Transfer flow Where did money move between accounts? Transfers by source and target. Uncategorized clusters What is still uncategorized? Repeated expenses you can give a category.
Questions about reports
See the month total
Upload a statement and open the "Spending comparison" report.