The overview screen
Net worth, the month's income and spending, budget progress, recent activity and what is due next, on one screen.
Cash flow & reporting
In development
Where it came from, where it went
Income against expenses by month and by year, broken down by category, merchant and account. Every chart drills through to the transactions underneath it, so a surprising number is one click from an explanation.
Explore the sample experienceThe idea
Designed around the way money works in real life.
Drill-downs, not dead ends
Click a bar, a slice or a category and you land on the transactions that produced it.
Recurring charges, surfaced
Subscriptions and bills are detected from your transaction history, listed on a calendar and totalled for the month.
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.
Dashboard & financial overviewIn development
One screen for net worth, cash flow, budget progress and what is coming up.
Bills & subscriptionsIn development
Recurring charges detected, listed on a calendar and reminded ahead of time.
Cash flow & reportingIn development
Income against expenses, by month, category, merchant and account.
The overview
- Consolidated financial dashboardIn development
- Net worth summaryIn development
- Account balance summariesIn development
- Monthly income and expense overviewIn development
- Budget progressIn development
- Recent transactionsIn development
- Upcoming financial commitmentsIn development
- Spending trends and averagesIn development
- Rearrange dashboard widgetsPlanned
- Weekly financial recapPlanned
Reporting
- Income versus expensesIn development
- Monthly and annual cash flowIn development
- Spending by category, group and merchantIn development
- Income by category and sourceIn development
- Period-over-period comparisonIn development
- Bar, line, stacked bar and donut chartsIn development
- Filter any report and drill through to transactionsIn development
- Account-specific activityIn development
- Export a report and its underlying dataIn development
- Save a customised reportPlanned
- Flow diagrams and treemapsPlanned
Bills, subscriptions & recurring payments
- Detect recurring transactions from historyIn development
- Upcoming payment calendarIn development
- Subscription list with amounts and cadenceIn development
- Create and edit a recurring merchant by handIn development
- Mark a bill paidIn development
- Monthly recurring totalIn development
- Bill reminders before the due dateRequires the notification and email provider to be configured.Needs a provider
- Credit card statement balance syncNeeds a provider
- Minimum payment amountsNeeds a provider
Known boundaries
What to expect from this area.
- Tracking a bill is not paying a bill. SolvMoney shows what is due and when; the payment stays with you and your bank.
- Recurring detection works from patterns in your history. A brand-new subscription takes a few cycles to be recognised, and can always be added by hand.
- Every figure in the demo on this site is sample data.
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.