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Income
$—
—
Expenses
$—
—
Net Saved
$—
—
Savings Rate
—%
of income saved
Spending by Category
Breakdown
Monthly Averages
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Recent Transactions
| Date | Name | Category | Amount |
|---|
Recurring & Subscriptions
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All Transactions
| Date | Name | Category | Account | Type | Amount |
|---|
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Monthly Overview
Top 5 Categories
Import Bank CSVs
Drop CSV files here
Tangerine · Wealthsimple · TD · RBC · CIBC · Scotiabank · BMO · National Bank
Categories
Manage expense and income categories. Custom categories can be added, renamed, or deleted.
Expense Categories
Income Categories
Monthly Budgets
Set spending limits per category. Progress bars appear on the dashboard.
Learned Merchants
Categories you've set manually. Deleted entries revert to auto-categorization.
Import Rules
Rules run on CSV import to automatically hide, label, or force-show transactions. First match wins by priority. All matching is case-insensitive. At equal priority, more specific rules (more conditions) are evaluated first. Use ▲/▼ to reorder.