Management Walkthrough
A calendar view of your spending. See which days hit your wallet hardest, spot patterns, and categorize transactions without leaving the view.
The Calendar is a monthly view where each day shows its transaction total and a color intensity based on spending—essentially a heatmap of your financial activity. Darker cells mean higher spending; light or empty cells are low-spend or no-spend days.
Click any day to open a side panel with that day's individual transactions. You can confirm or change categories right there, without switching to the Transactions page. Recurring transactions are marked with an icon so you can distinguish regular charges from one-off purchases.
Navigate to Management → Calendar. The current month appears by default. You can also arrive at a specific month by clicking a bar in the Cash Flow chart.
Darker cells mean higher spending. Light or empty cells are low-spend or no-spend days. On desktop, the weekly total column shows your spend per week for quick comparison.
The side panel opens with every transaction for that day, showing merchant, amount, and category. Scroll through to review each charge.
Click the category badge on any transaction to recategorize it using the same picker from the Transactions page. Changes save immediately—no need to navigate away or confirm separately.
Use the arrow buttons to move between months. You can also jump directly to a specific month from the Cash Flow chart by clicking any month's bar.
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