Transactions On Autopilot

Transform your financial data into actionable insights. Categorize, filter, and analyze your transactions with powerful tools that help you understand your spending patterns.

Transactions Dashboard

Smart Transaction Categorization

AI-powered categorization with flexible tagging and bulk editing to organize your finances effortlessly.

Smart Transaction Categorization

Smart Transaction Categorization

Balance intelligently categorizes transactions using merchant data and spending patterns. Add multiple categories to any transaction like tags for detailed organization. Use keyboard shortcuts (Shift+Click, Cmd/Ctrl+A) to select and bulk-edit multiple transactions at once, making financial organization fast and efficient.

Advanced Search & Filtering

Instantly find any transaction with precision filters for date, amount, category, merchant, and account.

Advanced Search & Filtering

Advanced Search & Filtering

Transform your transaction data into actionable insights with sophisticated filtering tools. Search across dates, amounts, accounts, categories, merchants, and more with lightning-fast results. Use AI-powered natural language filters to find transactions by simply describing what you're looking for. Save frequently used filter combinations as custom Views for one-click access to your most important financial data.

Spending Analytics & Trends

Interactive charts reveal spending patterns, seasonal trends, and financial insights to optimize your money management.

Spending Analytics & Trends

Spending Analytics & Trends

Discover meaningful patterns in your financial behavior with dynamic visualizations. Compare spending across different time periods, identify seasonal trends, and spot unusual activity. Interactive charts let you drill down into specific categories or zoom out for comprehensive overviews, turning your transaction data into strategic financial insights.

Category Tracking

Pin your most important spending categories to your dashboard for at-a-glance financial monitoring.

  • Restaurants

    -$1,123.62

    22.26%

  • Groceries

    -$173.02

    50.76%

  • Subscriptions

    -$167.02

    0.76%

  • Gas

    -$563.92

    32.76%

  • Savings

    $2,882.02

    9.60%

  • Utilities

    -$667.34

    21.76%

  • Entertainment

    -$234.56

    15.43%

  • Healthcare

    -$89.23

    5.12%

  • Shopping

    -$456.78

    28.91%

Category Tracking

Create a personalized financial command center by pinning critical spending categories to your dashboard. Monitor expense distribution with visual breakdowns, track progress over time, and quickly identify spending trends. Click any category widget to instantly drill down into the underlying transactions for detailed analysis.

Intelligent Transfer Detection

Automatically identify and match transfers between accounts to eliminate double-counting and ensure accurate reporting.

Intelligent Transfer Detection

Intelligent Transfer Detection

Balance uses smart algorithms to automatically detect and match transfers, payments, and account movements between your connected accounts. This intelligent matching eliminates double-counting in your reports, ensuring your income, expenses, and net worth calculations are precise and reliable. Get a true picture of your financial health without manual reconciliation.

Custom Views

Save complex filter combinations as named Views for instant access to specific financial data slices.

Custom Views

Custom Views

Create named Views that save complex filter combinations for quick access to specific data sets. Whether analyzing quarterly tax deductions, monitoring subscription services, tracking travel expenses, or reviewing dining patterns, Views let you instantly jump to the exact data you need.

Take control of your financial future

See your complete financial picture and make confident decisions about your money.

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