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Transactions

Your connected accounts, real monthly cash flow, categories and transaction history.

Bank accounts

Live balances from connected institutions. Balances are not monthly income.
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Monthly cash flow

Transfers move money between accounts but do not count as income or spending.
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Automatic organization is onNew Plaid activity is normalized, deduplicated and categorized as it arrives. Your corrections teach future matches.

Spending by category

Every category below adds up to actual monthly outflow.
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Transactions

This month
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Details