Powerful Features for Complete Financial Control

Everything you need to track, budget, and optimize your spending

Automatic Bank Sync

Connect up to 10 bank accounts and credit cards securely through Plaid's industry-leading platform.

  • Daily automatic sync - Transactions import automatically
  • 60 days of history - Initial sync pulls past transactions
  • Duplicate prevention - Smart detection prevents duplicates
  • Multiple institutions - Connect accounts from different banks

Categorization That Learns From You

Categorize a merchant once and Coin Flow remembers. Every later transaction from that merchant is filed the same way, automatically.

  • Automatic categorization - Most transactions categorized instantly
  • Improves as you use it - Every correction teaches it a merchant
  • Custom categories - Create your own hierarchical structure
  • Bulk editing - Update multiple transactions at once

Budget Management

Create monthly budgets and track your actual spending against your plans in real-time.

  • Monthly budgets - Set spending limits by category
  • Real-time tracking - See progress as transactions sync
  • Copy previous months - Quickly create new budgets
  • Visual progress bars - Instantly see over/under budget

Advanced Transaction Tools

Powerful search, filtering, and organization features give you complete control over your transaction history.

  • Advanced search - Find transactions instantly
  • Transaction splitting - Split single transactions across categories
  • Custom tags - Add tags for flexible organization
  • Notes and editing - Add context to any transaction

Trends & Insights

Beautiful visualizations help you understand your spending patterns and make smarter financial decisions.

  • Category breakdown - See where money goes by category
  • Time-based trends - Track spending over months
  • Tag analysis - Analyze spending by custom tags
  • CSV export - Download data for further analysis

Ready to Experience These Features?

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