Introducing Recurring Charges. Keep tabs on subscriptions, bills, and other recurring expenses — right inside Balance.

Automatic Detection

Balance scans your transaction history to automatically identify recurring charges using AI. The system detects both monthly and yearly subscriptions, and new charges are identified each month.

Transaction Matching

Once a recurring charge is recognized, future transactions are automatically linked to it — keeping your records organized without any extra work. You can also manually assign recurring charges to transactions when needed.

Calendar & List View

View recurring charges in either a calendar or list view. See when payments are due, plan ahead, and never be caught off guard by another charge again.

Seamless Integration

Recurring charges integrate seamlessly with your existing financial data. Filter transactions by recurring charge, track spending patterns, and get a complete picture of your subscription expenses alongside other financial metrics.

Manual Control

Automation handles the heavy lifting, but you stay in charge. Add, edit, or remove recurring charges anytime.

Available to Plus subscribers.