Retrospect with Recaps
Recaps are a comprehensive monthly financial summary that helps you step back and understand your financial patterns over time.
Important numbers at a glance
See numbers that matter the most at a glance. Compare with previous months to see how you are progressing in your financial journey.
Net Worth
Track your net worth change during the month along with the breakdown of your cash, investments, and debt.
Category Distribution
Keep an eye out on your top movers and see where exactly your money went.
Visualize Cash Flow
Analyze your cash flow during the month. Spot trends, compare with previous months, break down by inflow or outflow.
Get into the nitty-gritty
Go deep into your month. See transfers, payments, top inflow and outflows and compare them with the previous month.
Transfers & Payments
View transfers and payments across all your accounts. Check how much you are paying in credit cards and transferring between accounts.
Top Transactions
Your top transactions including income and expenses. Identify top purchases, income, and other high value transactions.
Account Activity
Track activity across your accounts with visual indicators for positive and negative movements. Know exactly how much money came in and went out of all your accounts in a month.
Mercury
Mercury Business Checking
+$22,018.02
Chase
Chase Savings
+$1,000.00
Chase
Chase Checking
-$678.97
U.S. Bank
U.S. Bank Visa Platinum