Transaction Management
Automatically import, categorize, and analyze all your financial transactions across multiple accounts with AI-enhanced reporting.
See every transaction in detail
Get complete visibility into your financial data with our comprehensive transaction view. Search, filter, and analyze every transaction across all your connected accounts.
Connect all your accounts seamlessly
Securely connect checking, savings, credit cards, and investment accounts from thousands of financial institutions.
Everything you need for transaction tracking
From automatic imports to intelligent reporting, manage your financial data with ease.
Automatic Import
Connect your accounts once and we automatically import all your transaction data.
- Secure read-only bank connections via Plaid
- Support for thousands of financial institutions
- Automatic syncing within 2-24 hours
- Credit cards, checking, savings, and investment accounts
Smart Categorization
Every transaction is automatically categorized based on merchant data and transaction patterns.
- Automatic categorization on import
- Primary and detailed category levels
- Manual recategorization when needed
- Consistent merchant name recognition
Multiple Accounts
View all your financial accounts in one unified dashboard for complete visibility.
- Connect multiple bank accounts
- Unified transaction view across accounts
- Account-specific filtering and analysis
- Plan-based connection limits (1-unlimited)
CSV Export
Download your transaction data in CSV format for external analysis or record keeping.
- Complete transaction history export
- All transaction details included
- Compatible with Excel and other tools
- Custom date range filtering before export
Advanced Search & Filtering
Powerful search tools to find exactly the transactions you need.
- Search by merchant, amount, or description
- Filter by date ranges
- Category and account-specific filtering
- Transaction type and payment method filters
AI-Enhanced Reporting
Get intelligent insights and automated reports powered by AI analysis of your spending patterns.
- Automated spending pattern analysis
- Daily SMS and email reports
- Monthly and quarterly summaries
- Financial forecasting and insights
Ready to take control of your transactions?
Connect your accounts and start getting automated insights into your spending patterns.