Pre-built presets
Start with insights that answer common questions — cash flow, spending by category, income, net worth — no setup needed.
All features
Insight reports
Start with pre-built insights that answer the questions everyone has, then customise and save your own. Compare periods, group by anything, and get to the answer in seconds.
Save your own
Customise any preset and save it as your own. Star the ones you check often.
Multiple chart types
Switch between line, area, bar, stacked bar, donut, number, and table views — pick whatever tells the story best.
Compare periods
Overlay this month against last, this year against last, or any custom comparison range — calendar-aware so quarters compare to quarters.
Group by anything
Group results by category, account, tag, or time period. Switch grouping without rebuilding.
Filter and drill in
Apply filters to narrow the view, then click through to the underlying transactions.