Budgets & insights

Set a monthly limit for the categories you care about, then watch how you are tracking against it. Budgeting here is opt-in and per category, so you plan the parts of your spending that need a plan and leave the rest alone.

Dashboard

Your money at a glance. It opens to the numbers that matter right now.

• Today's spending so far.
• A monthly summary: income, spent, and net.
• Your spending pace: a per-day rate and where the month is headed.
• Spending by category, as a donut breakdown.
• Your top merchants.
• Income vs spending over recent months.
• A savings projection.

Budgets

Set your monthly income and a savings goal. What's left is your spendable amount.

Then set per-category limits, groceries, dining, transport, whatever you care about, and watch how you're tracking. You see what's left and what's over.

It's opt-in. You don't have to budget every category. Set limits where they help and ignore the rest.

Recurring

OpenTeller detects your subscriptions and recurring bills automatically as transactions build up.

See your total monthly and annual recurring spend, plus upcoming bills. Catch the subscriptions you forgot you were paying for.

Savings projection

Project your savings years out from your own numbers: your current age, a target retirement age, and an expected annual return.

It's a what-if, not a promise. A way to see where today's saving habits could land you.

Siri, Shortcuts & Spotlight

Your finances answer from anywhere on your phone. Ask Siri, run a Shortcut, or search Spotlight to add a transaction or check a number.

It's indexed on-device only.