Clear answers without the weight
How can we help?
Choose a specific task. Every topic explains what you see, what you can do and how to interpret the result.
Getting started
Data and imports
Connecting a bank
Add accounts and transactions directly through secure bank consent.
Supported financial institutions
See which banks and financial institutions can be connected through Enable Banking for Bulgaria.
File imports
Use a bank statement when a direct connection is not available.
Transactions and categories
Review account activity and organise unrecognised spending.
Connecting Kraken and Binance
Connect a read-only Spot portfolio and understand cost basis and reports.
Accounts and cash transactions
Create an account or cash wallet, record a movement and retain history when archiving.
Understanding your finances
Transfers between your own accounts
How we recognise internal movements across banks and exclude them from income and spending.
Financial overview
Understand your financial picture, cash flow and key metrics for the selected period.
AI Insights
View a prioritised report with verified calculations and bounded AI summarisation.
Cash flow
Understand whether income covers spending for the selected period.
Net worth and reserve
Track assets, liabilities and financial reserve.
Commitments and upcoming payments
Track subscriptions, debts, monthly payments and planned expenses.
Financial goals
Set a specific amount and track how much remains.
Gold and silver
Add precious metals and understand their weight- and purity-based valuation.
Adding a crypto investment
Choose an asset, enter quantity and purchase price, and track its euro valuation.
Economy and purchasing power
Understand inflation, your spending basket and salary scenarios.
Financial plan and scenarios
Choose an approach for available capacity and understand the next plan check-in.
Understanding financial analysis
Compare periods, savings, utilities and leading expenses.
Reviewing and checking spending
Trace categories, trends and the individual purchases behind the total.
Management and security
Personal guidance
Set preferences for reserves, debt and available capacity.
Reporting periods
Use periods to compare equivalent time intervals.
Categorisation rules
Automate recurring categories without losing control.
Your data and account
Download a copy of your data or securely delete your account.
Security and privacy
Understand how sessions, Workspace access and bank consent are used.
AI transaction categorization
Choose a mode, review suggestions and manage separate consent.