Transparent Categorization
Transactions are organized with visible merchant mappings, Plaid-provided categories, and rules you control.
- Automatic on new transactions
- Preview rules before applying them
- Custom categories supported
- Pause, edit, or delete any rule
Account Connection
Connect banks, credit cards, and credit unions via Plaid. One place to see all your accounts.
- Thousands of institutions supported
- Real-time balance updates
- Read-only — we can never move money
- Disconnect any account at any time
Budgets
Set monthly spending limits by category. See in real time how much you've spent and how much is left.
- Per-category budget limits
- Progress bars update as you spend
- Overspend alerts
- Recurring monthly and yearly limits
Spending Analytics
Charts and breakdowns of where your money goes — by category, by month, over time.
- Category breakdown charts
- Month-over-month comparison
- Income vs. expense tracking
- Trend analysis
Subscription Tracking
Effortless surfaces your recurring charges automatically so nothing slips through unnoticed.
- Auto-detected from transactions
- Monthly and annual subscriptions
- Easy to spot billing anomalies
Savings Goals
Set a savings target with a deadline and track progress based on your actual spending habits.
- Multiple goals at once
- Progress tracking
- Milestone notifications