The Cashflow feature works by aggregating all the data from your connected accounts into one place. From there, our system labels your transactions into Income, Spending and Savings & Investing. 

By clicking on the type “Income,” “Spending,” or “Saving & Investing” at the top of the screen, you can see all of the transactions included in the calculations. Each transaction has a date, merchant name, category, and amount attached to it. Transactions can also be sorted and filtered by their connected account, merchant, category, and/or time period.