Track Spending & Expenses

Tracking your spending is one of the most powerful steps you can take toward financial confidence.

Accurate spending tracking also ensures that:

• Reports reflect the real story of your finances

• Budgets and spending plans are based on facts, not guesses

• Cash flow insights help you avoid unexpected shortfalls

• Net worth calculations stay accurate over time

• Tax summaries include everything you’re entitled to (especially business deductions)

• Your financial health — personal or business — becomes visible and measurable

This section helps you review, organize, and understand your transactions so they accurately reflect what’s happening with your money.

You’ll find guidance on:

• Using categories and tags to organize spending

• Separating business and personal transactions (when applicable)

• Using automation to reduce manual work and stay consistent

As you apply these tools, raw bank activity becomes clear, reliable information—helping you avoid surprises, spot patterns faster, and make confident financial decisions.

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