Transactions
Review transaction activity in one place and explore the details behind changes to your accounts. A clear view of transactions helps connect individual activity to your overall financial picture.
- Review transactions in one place
- Understand account activity and changes over time
- Explore individual activity behind your financial overview
Analytics
See the bigger picture across your finances. Review account information, compare income and expenses, and follow changes over time to make sense of what is shaping your financial picture.
- Visualize account balances and financial activity
- Compare income and expenses over time
- Spot trends and useful financial insights
- Build graphs using applied filters to transactions
Spending
Understand where your money goes with a clear view of transactions and spending categories. Review activity and use the breakdowns to see patterns in your day-to-day spending.
- Filter spending by variables
- Organize purchases by spending category
- Analyze spending patterns over time
Bills & Receipts
Bring bills, invoices, and receipts into a more organized view. Keep track of payment activity and use supported payment workflows without losing sight of the provider and account details.
- Organize bills, invoices, and receipts
- Review payment information and activity
- Use in-app bill and utility payments where supported
Shopping & Inventory
Keep household inventory organized and connect it to everyday shopping. Use UPC and barcode tools to manage items, compare prices, and shop through a preferred service when available.
- Track household inventory
- Use UPC and barcode tools to manage items
- Compare prices and shop with services such as DoorDash or Instacart
- Have groceries added to your list when you run out
AI Advisor
Ask questions about the financial information available in Finance Overseer. The AI Advisor can help interpret your data, surface useful patterns, and make your finances easier to understand.
- Ask questions in a conversational way
- Explore patterns in available financial data
- Get help interpreting your financial picture