Take control of
your transactions
Easily organize your spending, link transactions, set rules, and keep everything in sync.
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Stay on top of
every transaction
Effortless Tracking
Easily monitor, categorize, and review your transactions in one place.
Custom Categorization
Personalize every transaction with custom categories, merchants, and tags.
Smart Automation
Create rules to automatically categorize transactions and save time.
Find any transaction
with powerful filters
Advanced Filtering
Refine transactions by date, account, type, amount, category, tag or merchant.
Date Range Search
Analyze transactions over custom time periods effortlessly.
Bulk Edits
Filter multiple transactions at once and apply quick edits in bulk.
Or import them instead
with a CSV file
Dead Simple Importing
Import seamlessly with a guided step-by-step flow and AI-assisted autoformatting.
Flexible Configurations
Map columns, set formats, and customize imports to fit your needs.
Clean and Edit
Quickly review and adjust imported transactions before confirming.
Set up smart rules
and start automating
Setup Custom Rules
Automatically categorize transactions based on description, merchant, or amount.
Apply to Any Time Period
Ensure consistency by applying rules retroactively and moving forward.
Automated Organization
Let automation handle transactions sorting, so you stay focused on insights.
