Explore Our Features

Discover the powerful tools that help you manage your finances efficiently.

Uploads

Upload CSV files securely to analyze spending patterns. Get quick financial insights with automated processing. Start tracking expenses effortlessly.

The uploads feature simplifies the process of adding your transaction history. Upload files from your financial institutions in CSV format, and the system will process them quickly and securely, enabling you to begin your analysis with minimal effort.

Support for multiple file formats including CSV

Seamless uploading process for large datasets

Secure and fast processing to protect your financial data

How to Use Uploads

Go to the Uploads section.

Select the file you want to upload from your device.

Click the 'Upload' button to process your data.

Charts

Analyze your finances with interactive charts to identify spending trends. Customize views to focus on specific categories or time periods.

Charts provide a visual representation of your financial data, making it easy to spot trends, identify outliers, and make informed decisions. Customize your charts to focus on what matters most to you.

Interactive charts for deeper insights

Customizable views for categories and time periods

Export charts for reports or sharing

How to Use Charts

Go to the Charts section.

Select the data range or categories to visualize.

Customize the chart type and view insights.

Lists

Organize your transactions into lists for easy tracking and analysis. Filter and sort to focus on specific expenses or income.

Lists allow you to categorize and manage your transactions efficiently. Apply filters and sorting options to focus on particular aspects of your finances, such as recurring expenses or specific vendors.

Easy categorization of transactions

Advanced filtering and sorting options

Export lists for external use

How to Use Lists

Go to the Lists section.

Create a new list or select an existing one.

Add transactions and apply filters.

Recommendations

Receive personalized recommendations to optimize your spending and savings based on your financial data. Implement suggestions to improve your financial health.

Recommendations analyze your spending patterns and financial goals to provide tailored advice. Whether it's cutting unnecessary expenses or finding better deals, these suggestions help you save money and achieve your objectives.

Personalized advice based on your data

Actionable suggestions to save money

Track progress on implemented recommendations

How to Use Recommendations

Go to the Recommendations section.

Review suggested actions.

Implement and track recommendations.