Finance Explorer

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	Date	Description	Amount	Acct	Institution	Category

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Select a Transaction

Load transactions using filters above

Potential Matches

Select a transaction to find matches

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Monthly Spending Trend

Spending by Category

Spending by Day of Week

Top Merchants

Cash Flow

Year over Year

Income Sources

Unusual Transactions

Spending by Day of Month

Monthly Savings Rate

Spending Velocity Rolling 30-day spend

Spending by Owner

Detected Cross-Account Transfers

Top Expenses by Month

Seasonal Spending Patterns

Budget Alerts

Weekend vs Weekday Spending

Import Transactions

Import a Finance Flow JSON config with its bank, card, PayPal, or statement source files

Finance Flow connected

Category Manager

Rename, merge, or delete categories across all transactions

Link Reconciliation

Discover cross-account transaction pairs (CC payments, inter-account transfers, PayPal funding)

Unhide All

Remove hidden flag from all transactions

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