Capture financial activity
Bring in supported receipts and documents, then review extracted fields before using them.
Expense Atlas features
Choose the budgeting workflow you need
Expense Atlas turns reviewed financial activity and priorities into a Personalized Budget. Explore the input, organization, budgeting, and review features that support that workflow.
Four parts of the workflow
Each feature has a defined job. Automation can reduce manual work, but imported, extracted, categorized, and generated results remain reviewable.
Connect eligible accounts
Use Plaid-powered transaction sync on an eligible paid plan, subject to institution and account limits.
Organize and correct
Use rules and AI assistance to suggest categories, then review ambiguous or incorrect results.
Build and use a budget
Generate a Personalized Budget, accept a stable snapshot, apply selected overrides, and compare with actual activity.
Synthetic workflow example
A grocery receipt can inform a budget without deciding it
Capture
Upload a clear receipt image.
Review
Correct the merchant, total, or extracted items.
Organize
Confirm the suggested grocery categories.
Budget
Use reviewed activity as one input, not the only answer.
CSS workflow illustration with fictional data, not a product interface or screenshot. Results depend on the inputs available and the corrections a user makes.
Explore the feature that matches your next step
Start with receipts, connected activity, categorization, or the budget workflow.
Explore personalized budget goals