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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 AI-powered Financial X-Ray report.

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

+2200 €

↑ 132%

Spending pace

112% ⚠️

Savings rate

42%

Income

42 000 €

Expenses

33 500 €

Savings

8700 €

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

Kvě 25

+3800 €

Worst month

Čvc 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% pod cílem

1000 €

WantsTarget: 30%

25%

-5% pod cílem

870 €

SavingsTarget: 20%

16%

-4% pod cílem

570 €

Fixed vs Variable

Excellent
Fixed 37% — 1000 €Variable 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 impact1100 €

Day of week

NePoÚtStČtSo

⚠️ Anomalies

ZAHRADNICTVÍ

+1055% above average

zahradnitechni

+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%. Zvažte rychlejší splácení.

+10 points
06

AI Financial X-Ray

Claude Sonnet 4 analyzes your complete financial data — income, expenses, savings, investments, debts — and generates a personalized report with strengths, areas to improve, and specific recommendations.

AI Financial X-Ray

Powered by Claude Sonnet 4

✅ Strengths

Výborně! Spoříte více než 20% příjmů.

⚠️ Areas to improve

DTI poměr 20%. Zvažte refinancování.

💡 Recommendations

Zvažte investování přebytečné hotovosti do aktiv přebíjejících inflaci.

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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