Summary
View
Aggregate across multiple bank accounts
Categorized to get better insight
Drill down to details
Annual, monthly and custom time period views
Detailed
View
Transaction view
Savings account/Credit card transactions autopopulated from SMS
Cash transactions include manually entered transactions
Classify/Categorize transactions
Filter by transaction type, categories, transaction text, bank account
Sort by date, transaction amount
Budget
Create budget report for any time period
Specify budget per category per transaction type
Historic monthly summary provided for reference to simplify planning
View budget allocation summary
Track budget deviations
Clone existing reports
