One list, every account type
Day-to-day accounts, cards, mortgages, loans and brokerage accounts sit side by side, grouped the way you think about them.
Accounts & transactions
Needs a provider
Every account, every transaction, one list
Bring checking, savings, credit cards, loans and investment accounts together, then work through the transactions with search, filters, splits, tags and rules that do the repetitive part for you.
Explore the sample experienceThe idea
Designed around the way money works in real life.
Rules instead of repetition
Categorise a merchant once and SolvMoney applies the same treatment to past and future transactions from that merchant.
Splits that reflect reality
A single supermarket trip can be groceries, household goods and a birthday present, split across three categories.
What is planned
A status for every capability.
These are product plans, not a promise that a capability is available today. Dependencies and limitations are shown with the relevant item.
Accounts & connectionsNeeds a provider
Checking, savings, cards, loans and investment accounts in a single list.
Transaction managementIn development
Search, filter, categorise, split and annotate every transaction.
Rules & automationIn development
Teach SolvMoney once and let it categorise the same merchant forever.
Receipts & itemisationNeeds a provider
Attach receipts to transactions and split a single purchase across categories.
Account connections
Connectivity depends on a financial data provider. No provider is contracted yet, so no institution coverage is claimed.
- Checking and savings accountsNeeds a provider
- Credit cardsNeeds a provider
- Mortgages and personal loansNeeds a provider
- Investment, brokerage and retirement accountsNeeds a provider
- Automatic balance and transaction syncNeeds a provider
- Connection health and sync statusNeeds a provider
- Manual account creationWorks without any provider.In development
- Manual balance adjustmentsIn development
- Historical import from CSVIn development
Organising accounts
- Group accounts by typeIn development
- Custom account names and notesIn development
- Hide an account or exclude it from totalsIn development
- Sort by balance or a custom orderIn development
- Account balance historyHistory depth varies by provider.Needs a provider
- Export account dataIn development
Working through transactions
- Search across every accountIn development
- Filter by date, account, category, merchant, tag and amountIn development
- Change and create categoriesIn development
- Split one transaction across categoriesIn development
- Notes and custom tagsIn development
- Rename merchantsIn development
- Bulk edit and bulk categoriseIn development
- Mark transactions reviewedIn development
- Track transfers separately from expensesIn development
- Distinguish pending from postedNeeds a provider
- CSV import and exportIn development
- Edit history on a transactionPlanned
Rules & automation
- Rules on merchant, account and amount criteriaIn development
- Assign a category automaticallyIn development
- Rename a merchant automaticallyIn development
- Add tags automaticallyIn development
- Apply a new rule to existing transactionsIn development
- Review, edit and reorder rulesIn development
- Clear indication when a rule changed a transactionIn development
- Link qualifying transactions to a goalPlanned
Receipts & itemisation
- Upload a receipt image on the webIn development
- Attach a receipt to a transactionIn development
- Preview and search stored receiptsIn development
- Record itemised lines manuallyIn development
- Read line items from a receipt automaticallyRequires an OCR provider. Accuracy will be measured and published before this is advertised as working.Needs a provider
- Match receipts to transactions automaticallyPlanned
- Forward receipts by emailPlanned
Known boundaries
What to expect from this area.
- SolvMoney never stores your bank username or password. Account connections are delegated to a licensed financial data provider, and no provider has been contracted yet.
- No institution count or coverage guarantee is published. Once a provider is live, supported institutions will be listed and searchable.
- Receipt text extraction is only as good as the photograph. Extracted values will always be editable, and will never post to your records unreviewed.
- SolvMoney reads your accounts. It cannot move money, make a payment or close an account.
Related areas
Continue exploring.
A clearer picture starts here
Explore the previewExplore the sample interface.
See how the concepts in this feature area fit together in one sample household.