Modules
Cash Flow Intelligence.
Cash flow through your actual transactions, not estimates. Income, spending and surplus, categorized and current.
Cash Flow Intelligence
38.7% savings rate30d60d90dYTD1Y
Income$32,400
Expenses$19,850
Net$12,550
Savings Rate38.7%
Income sources
Expenses by category+2 more categories · $2,500
Transactions · 214(All accounts)
Aug 12Whole Foods MarketSapphire Reserve ···4412Food & Drink-$184
Aug 11Ridgeway HOAAlly Checking ···7781Housing-$640
Aug 9Delta Air LinesSapphire Reserve ···4412Travel-$1,240
Aug 8Payroll depositAlly Checking ···7781Income+$11,700
Aug 7Con EdisonSapphire Reserve ···4412Bills-$312
Illustrative preview · sample data, no personal information
Capabilities
Where the money actually goes.
Real transactions
Every inflow and outflow from your linked accounts, categorized automatically and correctable in one click.
Savings rate, live
Surplus tracked against your target month over month, with the categories that moved called out.
Pending awareness
In-flight transactions surfaced but held out of totals, so the picture is honest about what has settled.
Ask the question that is keeping you up.
Answers arrive with a plan, grounded in your actual holdings.