Record transactions
Add income and expense records with dates, descriptions, amounts, and categories.
Features
Tools built around your recorded information.
Expense AI provides transaction entry, reporting-period views, charts, records management, and optional AI assistance.
Review reporting periods
Use the dashboard, records, and chart views to review the same selected period.
Explore recorded data
Review trends, category totals, and an accessible data-table alternative for charts.
Use optional AI assistance
Request category suggestions and period-scoped interpretations with clear disclosures.
How the features work together
Step 1
Enter a record
Step 2
Select a reporting period
Step 3
Review the resulting dashboard, records, and charts
AI assistance is optional
AI features use period-scoped financial summaries as described in the AI transparency notice. Generated output is informational, not professional financial advice.