Only applicable to credit cards and accounts paid by a bank account.
Account Summary
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Lower Limit (Safety Buffer)
Subtracted from excess as a safety margin
Initial Balance
Starting balance added to first month's excess
Time Scale
Manual Suppression Ruleset Management
Subcategory
Match Type
Date
→
Account(s)
Cost
→
Model Confidence
→
Active Rules and Automatic Suppression
No active rules
Prediction Model
Select a subcategory to view the prediction model
Meta-data
Most-likely Estimate—
High Estimate—
Low Estimate—
Confidence—
Avg Transaction—
Alpha (Kalman)—
Q (Kalman)—
Overall % Allocation—
Suppressed Transaction Ledger
Showing:
No suppressed transactions
Bank Connections
Manage your linked Plaid bank accounts. Disconnected items can be reconnected without losing transaction history.
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Excess Adjustment Rules
Subcategories
Select an account to view rules
No payment history available
Transactions (Monthly Sum)
Date
Count
Total
Select a rule to view transactions
Meta-data
Select a rule to view details
Parse Ledger
Select an account
Transactions
Select an account
Select a File (.csv,.xlsx,.xls)
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Transfer Management
Manage which transactions are paired as transfers between your own accounts. Manual rules layer on top of the automatic detector.
Manual Transfer Ruleset
Flagged Transfers
No flagged transfers
Manual Transfer Rules Ledger
No rules defined
Transfer Transaction Ledger
No linked transfers
Category Setup
Seed default budget categories and subcategories for your account. This is typically done once when you first set up the application.
Cleanup Legacy Categories
Move transactions from legacy import categories (Credit, Debit, Withdrawal, Deposit, Transfer) to the Unallocated category. These legacy names are transaction types, not budget categories.
Clear System Rules
Remove all auto-seeded labeling rules. Use this if the default rules are producing inaccurate categorizations and you want to start fresh with your own rules.