Guided workflows

Helps you decide what to track. Your assistant asks what you're working toward — a savings goal, cutting back on a category, or just better visibility — then proposes the budgets, goals, and rules to match. Nothing is saved until you approve it.

When to use it: you just connected your accounts, or you're not sure where to start.

Recaps last month: total spending, your biggest changes versus your recent average, budgets you went over, and subscriptions that started, stopped, or changed price. It ends with a short list of cleanups you can take or skip.

When to use it: the start of a new month, or any time you want a “how did that go?” recap.

A quick status read: how you're pacing against your budgets, whether you're on track for your goals, and what's moved since last month.

When to use it: any “am I on track this month?” moment.

Goes through the categories you care about and finds transactions filed in the wrong place — including “transfers” that are really spending, like a Venmo to a friend. It proposes fixes, and can turn them into rules so they stay right going forward.

When to use it: your spending breakdown looks off, or a budget total seems wrong.