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Analytics

Run analytics against your transactions

Visualize your spending with the Query Tool. With many filtering options, you get the most insightful overview into your habits.

The analyze tool is so powerful! I added both business expenses and personal expenses. I was easily able to make views summing up business, and personal as separate searchers. Now I can get a quick glance and see what my categories look like month to month.

Graeme, budgeting from USA and CAN

Analyze your data the way you want

Choose a custom date range for single or multiple datasets and how you'd like to see that all in. Pie charts, bar graphs, stacked bars, line graphsโ€“ we've got them all!

Get answers to questions like:

How has my personal spending changed over the last 6 months?
How much do I spend on Uber and Lyft compared to public transit?
How much did I spend on that 2 week vacation?
Who are my top vendors for Restaurants?

See all features

Start mastering your finances today!

Try it free for 14 days
No credit card required to get started

Currently only available on desktop web
(and we're committed to making the experience great! ๐Ÿ™Œ)