Today, I’m thrilled to introduce one of the most impactful features in Balance. Transaction Trends and Views.

With Transaction Trends, you can now track trends over time to uncover spending patterns and gain valuable insights into your finances. Apply filters to dive deeper into your data, and link life events to financial changes to see how they impact your financial health. Trends empower you to make informed decisions and stay in control of your finances.

Next up are Views. You can save custom filters as Views, allowing you to access your most important financial data quickly. A new link on your sidebar lets you easily navigate to your saved Views. Create Views for Transactions, Transfers, and Investments to streamline your finances.