Spending patterns surface themselves.
Top categories, top vendors, month-over-month trends. Tap a category to see every transaction underneath.
Trends that surface themselves.
Month-over-month category trends, top vendor leaderboards, recurring vs one-time split. The dashboard updates as transactions land โ no need to refresh, no spreadsheet sync to babysit.
- โTop categories + top vendors per period
- โMonth-over-month delta with trend arrows
- โRecurring vs one-time spend breakdown
Tap a category, see every transaction underneath.
Every chart is a hyperlink. Category bar, vendor row, trend point โ click it, the source transactions filter into view. From the high-level overview to the receipt-level detail in one click.
- โClick-through from any chart to source transactions
- โFilter by category ร vendor ร member ร time-range
- โExport the filtered view as CSV
- Whole Foods$245
- Carrefour$189
- Lidl$156
Custom dashboards per cost center.
Build dashboards for what YOU track, not what we guessed. Per cost center, per project, per family member โ pin the widgets that matter, hide the ones that don't. Save and share with your team.
- โDrag-and-drop dashboard composition
- โPer-cost-center / per-project views
- โSave + share dashboards with workspace members
Beyond the basics.
Capabilities that activate once you cross from free into a paid tier โ or when you opt in.
- Custom report builder
Compose reports across any dimension โ category, vendor, member, time period, cost center. Save as templates, schedule via email, or export as PDF for offline review.
- Cohort views
Compare time periods side-by-side: this month vs last month, this quarter vs last year, this cost center vs another. Variance highlighting surfaces outliers automatically.
- Forecast insights if active
Opt-in AI projects future spending based on historical patterns. Each forecast surfaces a confidence interval + the assumptions behind it. Audit log every projection.
Frequently asked.
- Can I build custom dashboards?
- Yes โ drag and drop widgets onto a blank canvas. Save the layout, share with workspace members, or export as a PDF snapshot.
- How far back does the data go?
- As far back as you have transactions. Trends, cohorts, and forecasts use the full history you've imported โ no rolling-window limits.
- Can I drill into transactions from a chart?
- Every chart element is a hyperlink. Click a category bar to see the underlying transactions filtered into the transactions view, with the same date-range applied.
- Does it work with my budgets?
- Yes. Budget tracking overlays on the same dashboards โ actual vs planned, variance flags, burn-rate forecast. Budgets ship in the next sprint.
Ready to organize your finances?
Free to start. No credit card. Open the demo workspace in a single click.