Check-in

A calm place to review what changed since your last statement, decide what needs attention, and close the loop before moving on.
Manual review first
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Overview

Your long-view reading of spending, cash movement, and savings across every statement you have reviewed so far.
Long-view finances
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This Month

Read one month at a time: where money went, which categories drifted, and which individual entries deserve a closer look.
Choose a month
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Habits

Patterns · Recurring · Biggest
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Entries

Search, add, and correct the ledger here. Every edit updates your review flow, monthly reading, and longer-term totals immediately.
Search and refine the ledger

To Review

Uncertain transactions wait here for a decision. Approve them, correct them, or use AI suggestions only when you want a second opinion.
Waiting for your decision
Keyboard: J/K navigate · A approve · Enter open

Merchants

Learned rules · Overrides
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Patterns

Rhythms · month notes · unusual spending
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Planning

Use this space for payday pacing, savings goals, and quiet budget pressure checks. It is planning support, not a live feed.
Payday pacing · goals · budget support
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Subscriptions

Annual cost · Last charged · Cancel links
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Accounts

Multiple accounts · Balances · Per-account breakdown
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Statements

Treat imports as deliberate financial reviews. Bring in the latest statement, confirm what changed, and only use rollback when you truly want to undo the latest safe check-in.
Review history · safe rollback · recent changes
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Admin

Account management only — no access to other users' financial data.
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