Sample data, shown live: the Accounts page as banks connect. Chase is picked from a list that also offers Bank of America, Wells Fargo and American Express; then Capital One, Charles Schwab and Vanguard connect, and a home and its mortgage are added. Net worth, assets and debts add up with each one.
Accounts
Sorted before you look.
Every transaction arrives with its merchant and a category, and every purchase moves its budget line the moment it lands.
Transactions, already sorted.Countorra suggests the ones it isn't sure of, and you confirm them. Change one, and the next is suggested the same way.
Sample data, shown live: new transactions arriving at the top of the list and each being given a category; Chick-fil-A's suggested category is accepted, and Target is moved from Shopping to Household.
Transactions
A budget that keeps up.Each purchase fills its line, and a line ahead of the month's pace is named.
Sample data, shown live: June's budget filling as purchases land: groceries, shopping, transportation, restaurants and subscriptions; shopping and subscriptions are marked at risk.
Budget
Where it went, and what changed.
A month of money in and money out on one page, and the bills that quietly cost more than they did.
Cash flow, drawn.Income on the left, everything it paid for on the right, and what you kept.
Sample data, shown live: May's cash flow drawn as a flow diagram: salary on the left, housing, groceries, travel and the rest on the right, and the share saved.
Cash flow
Know when a subscription costs more.Countorra finds every bill and subscription in your history, and flags a price rise.
Sample data, shown live: Netflix, Spotify, Amazon Prime and iCloud found in the history; Netflix's latest charge is higher, and it is flagged with a price increase.