Dashboards
Every screen in the application, what question it answers, and how to work with it.
Almost every screen is on every plan
Pricing is page-based, so a paid tier mainly buys a larger monthly page allowance. The one screen reserved for paid plans is AI insights (the AI chatbot); Free also has a one-account limit. Everything else on this page works on every plan, Free included. See Plans & limits.
Working with your data
| Screen | Answers |
|---|---|
| Transactions | What happened, line by line — search, filter, correct and export |
| Accounts | Which accounts exist and what each one holds |
| Consolidated | What the position looks like across every account together |
| Files | Which statements have been uploaded, and their processing state |
Understanding the numbers
| Screen | Answers |
|---|---|
| Analytics overview | How money moved over a period, at a glance |
| Spending drilldown | Where the money went, by category and merchant |
| Income analytics | Where the money came from, and how steady it is |
| Money flow | How money travelled between sources and destinations |
| Investments | What is held, and what it is worth |
Looking ahead and assessing
| Screen | Answers |
|---|---|
| AI insights | Plain-language answers and observations about your finances |
| Financial health | How the overall position looks |
| Loan eligibility | What affordability looks like on current evidence |
| Financial forecast | What the coming months look like if patterns hold |
Reporting and risk
| Screen | Answers |
|---|---|
| Business summary | A period's performance in one report |
| Tax | An indicative tax position for the period |
| Fraud | Which transactions and statements warrant a look |
Administration
| Screen | Answers |
|---|---|
| Settings | Profile, region, notifications and alert rules |
| Categories | How transactions are classified — and how to change it |
| API keys | Programmatic access to your data |
| Billing | Your plan, usage and payment details |
| Audit | What has happened in your account |
Advisory screens are not advice
AI insights, financial health, loan eligibility, forecasts, tax and fraud produce indicative output to support your own judgement. They are not financial, lending or tax advice, and a fraud signal is a prompt to review rather than a finding. Each page says what its figures do and do not account for.