Spending Folders

Organize your money

Your way.

Spending Folders let you group your spending into categories that make sense to you. Keep everything organized without overthinking it.

CashFlow Insights

Spending Folders let you group your spending into categories that make sense to you. Keep everything organized without overthinking it.

Group your spending into folders like rent, food, or whatever matters to you.

Know exactly where your money is going — without sorting through transactions.

Keep track of different types of spending so nothing gets off track.

Group your spending into folders like rent, food, or whatever matters to you.

Know exactly where your money is going — without sorting through transactions.

Keep track of different types of spending so nothing gets off track.

Create your folders.

Set up categories based on how you want to organize your money.

Sort your spending.

Transactions are grouped into folders so everything is easy to follow.

Track and adjust.

See what’s working and update your folders as your needs change.

We’ll help you stay on track, build momentum, and feel more confident with every step.