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Analytics & Reports

Understand your finances deeply

Go beyond simple charts. 8 analytics tabs covering cash flow, spending categories, savings rate, 90-day forecasts, spending patterns, financial health score 0-850, and an AI review of your finances.

01

Complete Financial Overview

Key metrics at a glance — cash flow, spending pace, savings rate, emergency fund, and net worth. Know your financial situation in seconds.

Cash flow

+€2,200

↑ 132%

Spending pace

112% ⚠️

Savings rate

42%

Income

€42,000

Expenses

€33,500

Savings

€8,700

Savings rate

20.6%

Emergency fund

4.9 months

✓ Safe

Net worth

€322,000

02

Cash Flow Analysis

Monthly income vs expenses chart with cumulative cash flow. See your best and worst months, compare monthly performance, and track where your money goes over time.

Monthly income & expenses

Best month

May 25

+€3,800

Worst month

Jul 25

-€920

03

50/30/20 Rule & Expense Structure

Automatic classification of your expenses into needs, wants, and savings. See fixed vs variable costs, how flexible your spending is, and inflation impact on your cash.

50/30/20

NeedsTarget: 50%

29%

-21 % Below target

€1,000

WantsTarget: 30%

25%

-5 % Below target

€870

SavingsTarget: 20%

16%

-4 % Below target

€570

Fixed vs Variable

Excellent
Fixed 37% — €1,000Variable 63%

Inflation impact

Your liquid savings

€14,000

Loss per year

-€410

04

Spending Patterns & Anomalies

Latte Factor reveals small recurring costs that add up. Seasonal patterns show when you spend most. Day-of-week analysis and anomaly detection catch unusual transactions.

☕ Latte Factor

Apple

3.3x/m · ø €10

€480

T-Mobile

1.0x/m · ø €25

€270

McDonald's

1.7x/m · ø €9

€170

Annual impact€1,100

Day of week

SunMonTueWedThuFriSat

⚠️ Anomalies

GARDEN CENTRE

+1055% above average

garden-equipment

+1246% above average

05

Financial Health Score 0-850

Comprehensive assessment based on FHN, CFPB and FICO methodology. 7 components with individual scores. Grade from A+ to F. Tips on how to improve.

699

/ 850

B

Good financial health

FDCBA
Cash Flow25%
188/213
Emergency fund20%
146/170
Debt management20%
105/170
Budget discipline15%
114/128
Investment growth10%
85/85

💡 How to improve

DTI 20 %. Consider paying it down faster.

+10 points
06

AI review

Claude analyzes your complete financial data — income, expenses, savings, investments, debts — and writes one personalized review with strengths, areas to improve, and specific recommendations. The review is saved: a preview on your dashboard, the full text in analytics. Paid from your AI credit — no Premium plan needed.

AI review

Powered by Claude

✅ Strengths

Excellent! You save more than 20 % of your income.

⚠️ Areas to improve

DTI ratio 20 %. Consider refinancing.

💡 Recommendations

Consider investing surplus cash into assets that beat inflation.

How it works

Analytics that work automatically from your data

1

Import Your Transactions

The more transaction history you have, the better the insights. Import via CSV, PDF, or automatic sync from 100+ banks via WBB.

2

Explore 8 Tabs

Each tab reveals a different aspect of your finances — from basic cash flow to advanced pattern detection and AI-powered analysis.

3

Act on Insights

Use the financial health score, spending patterns, and AI recommendations to make better decisions and improve your finances.

Ready to understand your finances?

Deep analytics that reveal what simple charts can't show.

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