How can I keep track of my daily spending?

To make it easier for you to stay on top of your daily spending, we automatically sort your transactions and display our findings in Statistics (the bullet point icon in the top-right corner of the mobile app). We do this by sorting your:

  • Categories:
    • We collect information on retailers and payment reasons in order to improve the way we sort transactions into categories such as ATM, Food & Groceries, or Shopping. For example, if you send a transfer with the reference text Lunch, we’ll put it in the Bars & Restaurants category.
    • If you feel like a category doesn’t fit, you can just change it by selecting the transaction and choosing a category from the drop-down list.
  • Hashtags(#):
    • We’ve also added default hashtags for:
      • Transaction times (#weekend)
      • Types of transactions (#books)
      • Locations of purchases (#newyork).
    • You can further sort your transactions by adding your own hashtags:
      • Tap on a transaction and then the pencil icon to add tags, such as #portugal_trip or #everymonth or to remove unwanted tags.

Please note that we are constantly adding new features to our mobile application. If you do not see a feature that we describe here, please make sure you are using the latest version of our app by visiting the App Store or Google Play.