Transactions
Transactions
Transactions is where your household’s financial activity comes together. It’s a detailed, searchable record of money in and out designed to help you understand what actually happened, not just what was planned.
The list reflects real activity based on the bank statements you upload and analyze. Once your data is processed, entries from your accounts are organized and ready to explore.
Each view summarizes income, expenses, and the net balance for the selected period, giving you a clear picture of how a month or account performed before diving into individual transactions.
Direct bank connections are not available yet, but are planned for the near future to make this process even more seamless.
Keeping things accurate
Small quality badges help surface issues that affect clarity, such as possible duplicates, incomplete categorization, or split transactions that need review.
Changes are saved immediately and reflected across budgets and insights, so what you see elsewhere in the app stays consistent with what’s here.
The Transactions tab is intentionally hands-on. It’s the place where raw activity is reviewed, corrected when needed, and turned into a reliable foundation for budgets, goals, and insights.