Spending and income

A Banking + Credit Cards project automatically categorizes every transaction you import, so you can immediately see where your money is going.

What you can see

Recipes are grouped to answer the questions people actually ask about their spending:

• At a glance — spending or income by category, spending over time, category trends month to month, cash flow.
• Key insights — where you spend most often, your top merchants, your largest individual purchases, recurring subscriptions and bills, essential vs. discretionary spending, income by month.
• Cards and charges — spending broken down by account, plus fees and charges.

Fixing a category

If a transaction is miscategorized, correct it directly by using the Change Category menu item on the transaction row — see Categories for the options, from a one-off fix to a rule that applies going forward. If the transaction's own description is unhelpful, you can also edit the description itself.