Expense Tracking

What it is

Expense Tracking automatically imports and organizes all your transactions from connected accounts. Every purchase, bill payment, and transfer is captured and categorized, giving you a clear view of where your money goes.

Why it matters

Understanding your spending patterns is the first step to better financial management. Without tracking, it's easy to lose sight of where your money is going, making it difficult to budget effectively or identify areas where you can save.

How it works

1. Automatic Import: Transactions are automatically imported from your connected bank accounts and credit cards.

2. Smart Categorization: Transactions are automatically categorized into common categories like:

   • Food & Dining
   • Shopping
   • Transportation
   • Bills & Utilities
   • Entertainment
   • And many more

3. Detailed Insights: View your spending by:

   • Category
   • Time period
   • Account
   • Merchant

4. Search & Filter: Quickly find specific transactions using our powerful search and filter tools.

User benefit

This helps you understand your spending habits, identify areas where you can cut back, and make more informed financial decisions.

Features

• Real-time transaction updates
• Automatic categorization
• Manual category adjustments
• Transaction notes and tags
• Spending trends and insights
• Export capabilities