Transactions & budgets

Find, understand and complete your transactions.

• Browse and filter your transactions
• Add a manual expense
• Frequently asked questions: transactions
• Track your cash spending
• Understanding the details of a transaction
• Managing anomalies and alerts
• FAQ: search and anomalies
• Understanding internal transfers and transfers

Sort your spending and automate categorisation.

• Understanding categories
• Automatic categorisation rules
• Categorize a transaction
• Recategorise in bulk with a rule
• Frequently asked questions: categories
• FAQ: Rules and Recategorization
• Refine a custom category

Set category limits and track your savings goals.

• Set a budget by category
• Create a savings goal
• Budgets and goals: frequently asked questions
• Understanding your budgets
• Make the most of monthly budgets
• Set clear savings goals

Spot your subscriptions and cut your fixed costs.

• Master your recurring subscriptions
• Reduce your recurring spending
• Expenses and subscriptions: frequently asked questions