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Total net worth
Monthly spending trend
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Spending
Income
Accounts
Recent activity
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Budget health
Manage budgets → Financial briefing →
Goals
Month
What happened · day by day
Month at a glance
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Transactions
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Spent
this month
💰
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Income
this month
🏦
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Cash flow
income − spend
📊
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Transactions
this month
Categories click to explore →
Overview
Income vs expense trend
Category flow · explore Spending by category ⓘ
Trend context
Drill-down ⓘ
Transactions
DESCRIPTIONCATEGORYAMOUNT
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Financial briefing · calculated from your transactions

What came in. What went out. What changed.

Preparing your latest cash-flow summary…

Trend range
Primary

Income, spending, and net cash flow

Drivers

Where the money went

vs prior 3-month average
Concentration

Who received the most

current month · trailing 3 months
Exceptions

Largest individual expenses

select any row to inspect the transaction
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Compare
See the year · compare months · trace every change
Annual pulse

Your year in one line.

Month selector

Choose months to place side by side.

Year matrix

Where the year changed.

Select any amount to inspect its transactions
Comparison canvas

The same categories. Month by month.

Transaction evidence

Transactions

Connections
Connected accounts
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Connect an Institution
Browse available banks, brokerages, and credit cards
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OAuth and read-only institution access where supported.
JP
Chase Checking
JPMORGAN CHASE · ••4521 · CHECKING
$8,240.15
LIVE
Synced 4 min ago
JP
Chase Savings
JPMORGAN CHASE · ••7834 · SAVINGS · 4.85% APY
$45,000.00
LIVE
Synced 4 min ago
FI
Fidelity Brokerage
FIDELITY INVESTMENTS · ••2291 · BROKERAGE
$72,840.17
LIVE
Synced 4 min ago
BA
Bank of America Visa
BOFA · ••9982 · CREDIT CARD · 24.49% APR
-$2,630.00
LIVE
Synced 4 min ago
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This month
Last month
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Description Category Account Amount ↓ Status Details
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Select a transaction
Grouped rows keep the table scannable by date. Open Details to review the detected master/category/detail hierarchy, see tags and merchant metadata, then save a one-off category override or note.
Transaction details
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$0.00
Posted —
Tags
Category · master › sub › detail
Notes
Metadata
Merchant
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Merchant type
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Institution
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Account
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Currency
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Status
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Original description
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Simple description
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Rules Engine
Smart auto-tagging · category overrides · notes
Total Rules
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Matches Today
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New rule
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Priority (lower = runs first)
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ANY
must match
Actions (then do this…)
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New goal
Goal name
Target amount ($)
Link account (optional)
Current amount ($)
Target date (optional)
Monthly add ($) (optional)
Status
Notes (optional)
Budget transactions
New budget
Budget Name
Category
Amount ($ limit per period)
Frequency
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Start Date (optional)
Spending trend
Select a category to see your spending history and get a smart budget recommendation.
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Budgets
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APR 2026
Total budget
$0.00
Total spent
$0.00
Remaining
$0.00
Settings
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Profile
FX
Signed-in User
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Display Name
SHOWN IN DASHBOARD GREETING
Currency
PRIMARY DISPLAY CURRENCY
Timezone
USED FOR DASHBOARD GREETING & DATE DISPLAY
User ID
CURRENT AUTHENTICATED APP USER
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Profile ID
QUILTT PROFILE SELECTOR
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Database Name
ACTIVE TENANT DATABASE RESOLVED FOR REQUEST
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Database Host
POSTGRES HOST SERVING THIS TENANT
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Transaction Rows
COUNT RESOLVED FOR ACTIVE USER/PROFILE SELECTORS
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Budget Rows
COUNT RESOLVED FOR ACTIVE USER/PROFILE SELECTORS
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Connection Rows
COUNT RESOLVED FOR ACTIVE USER/PROFILE SELECTORS
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Notifications
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NOTIFY WHEN APPROACHING BUDGET LIMIT (80%)
Low Balance Warning
IN-APP ALERT WHEN ANY CHECKING ACCOUNT DROPS BELOW $500
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Reports
Expense reports · trip summaries · invoices
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REPORT TYPE
REPORT SUB-TYPE
FONT STYLE
REPORT TITLE
NOTES (optional)
EXPENSE REPORT
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$0.00
DATE DESCRIPTION CATEGORY ACCOUNT AMOUNT
TOTAL —
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INVOICE
FINXPLORER USER
#INV-0001
ISSUED — DUE — PERIOD —
# DATE DESCRIPTION CATEGORY AMOUNT
SUBTOTAL—
TAX (0%)$0.00
TOTAL DUE—
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Report
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// TRANSACTION DETAILS
DATE DESCRIPTION CATEGORY ACCOUNT AMOUNT
TOTAL —
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INVOICE
FINXPLORER USER
#INV-0001
DATE ISSUED
DUE DATE
PERIOD—
STATUS ⬛ Draft
# DATE DESCRIPTION CATEGORY AMOUNT
SUBTOTAL—
TAX (0%)$0.00
TOTAL DUE—