Transactions
Every transaction, clearly labeled and easy to investigate.
Search and filter across accounts, cards, categories, dates and status, then open any row for full context.
Read-only financial connections · Built with privacy in mind · Your financial data is never sold
Monthly intelligence
September is trending $824 higher than your six-month average.
Why?
Dining is +$412, Amazon is +$281 and your auto insurance increased $24.
Ask MonthlyIQ
Useful filters
Account, payment method, category, date, amount and review status.
Merchant and bank identity
Recognizable merchant marks plus the account used.
Corrections that stick
Review transfers, categories and excluded activity with a clear audit trail.
Questions
- Can I export transactions?
- Yes. Eligible plans include CSV export from Settings.
Privacy & AI
Built for financial data this sensitive.
Your data isn't the product.
MonthlyIQ does not sell your personal information or use financial data for targeted advertising.
Minimum necessary AI context.
Only information needed to provide the requested AI functionality is sent to our approved AI service provider.
You can correct MonthlyIQ.
Your corrections override automated classifications.
You remain in control.
Disconnect accounts or delete your data when you choose.
MonthlyIQ is an AI financial assistant — not a financial adviser, investment adviser or autonomous decision-maker. AI results are informational; estimates are labeled and supporting transactions are always inspectable. Privacy policy · Subprocessors