Overview
The money you kept, the biggest changes, and the findings worth a look.
Meet your money, in detail
Every dollar.
Every dollar.
A clearer story.
What came in. Where it went. What changed. Reports connect the dots across your financial life, so a number becomes something you can understand.
Core reports included Free Built for the web
One workspace. The whole picture.
Start with your question.
Keep the same dates and money view as you move between reports. Compare with the previous period or last year, and choose your own accounts or the household activity shared with you.
Net worth
Assets, debts, account history, milestones, and what drove the change.
Cash flow
Follow income into spending and savings, with a flow chart and cash calendar.
Spending
Categories, merchants, trends, and what spending less could mean.
Budgets
Category targets, daily room, rollover, and the pace toward month end.
Income
Every source, its steadiness, the next payday, and spending versus income growth.
Bills & subscriptions
Committed costs, renewals, price changes, overlaps, and ways to save.
Couple & splits
Who paid, what's owed, and how your cost split compares with your incomes.
Patterns & alerts
Unusual charges, possible duplicates, fees, spending rhythms, and alert history.
Explore
Open a category, merchant, income source, or month as its own dashboard.
From the big picture to the purchaseThe chart is just
The chart is just
the beginning.
Open a category. Follow a merchant. See the purchases behind the change. Explore turns the question that caught your eye into its own report, with the same dates and sharing choices.
- Drill into categories, merchants, income sources, and months
- Test spending reductions with a what-if view
- Save a view and return to its dates and filters
- Export report data and supported charts
Reports, drilldowns, saved views, and exports are included in Free. Your plan determines which accounts you can connect.
Net worth, explainedSee what changed.
See what changed.
Understand what moved it.
Your assets minus your debts, with the accounts behind both. Compare periods, follow the history, and see how saving, markets, and other changes contributed.
- Account-by-account balances and trends
- A bridge from the starting balance to today
- Milestones and a view of where your recent pace leads
Pace projections are estimates. Market movement and large purchases can change the outcome. Investment connections require All Access.
Patterns & alertsCatch the small things
Catch the small things
that add up.
A bigger-than-usual charge. A subscription price increase. Two purchases that look alike. Reports bring the finding, its context, and the underlying transactions together.
- Unusual charges and possible duplicates
- Price changes and their annual impact
- Mark expected findings, flag them, or dismiss them
Findings highlight things to review; a possible duplicate isn't a confirmed billing error.
All Access Reports IntelligenceYour numbers.
Your numbers.
A story worth reading.
Get a focused briefing on a report, or a deeper read across the picture. Your monthly money story brings the changes and useful next steps together, grounded in the report's figures.
- AI briefings and deeper cross-report analysis
- Ask this report in plain English
- Opt into last month's money story by email
Briefings are free on every plan, with a generous daily allowance. Deep dives, Ask this report, and the money story are part of All Access. Monthly story emails arrive in the first week of the month. AI explains your money; it isn't financial advice.
Explore Reports in All AccessMake room for the month aheadA clearer report.
Meet Chip In Budgeting A clearer report.
A better budget.
Turn what you learned into a category target, then watch the pace as the month unfolds.
Make room for a better
money conversation.
Start with your own finances. Bring your partner when you're ready.
Compare Free and All Access