Features

Feature snapshots

• Downloads accounts for a specific financial institution
  

• Downloads transactions for a specific account and month
  
• Allows to categorize transactions
  • Intutitive recognition of new transactions.
    Once you assign a description to your transaction, all future transactions with the same memo field are automatically recognized, saving your time.
  • Flexible transaction categorization.
    You can create your own transaction categories or use our predefined ones.
  
• Allows to specify understandable description for every transaction
  
• Displays the total amount of money spent (or earned) in every category and percentage of this amount compared to other categories
  • Hierachical categorization.
    Categories are organized in a hierachical way which allows unlimited level of granularity when categorizing transactions.