Transaction Tracking

Know exactly where your money goes

WIMD automatically pulls transactions from all your accounts, categorizes them with AI, and gives you a clear picture of your spending.

How it works

Getting started takes less than 5 minutes. Here's the process.

1

Connect your accounts

Link your bank accounts, credit cards, and investment accounts through Plaid or SimpleFin. We support all major Canadian banks.

2

AI categorizes automatically

Our AI analyzes each transaction and assigns it to a category. No more manual entry or guessing.

3

See the full picture

View all your transactions in one place. Filter, search, and understand your spending patterns.

Powered by AI

Smart categorization that learns from you

Our AI doesn't just guess—it understands context. A $5 charge at "TIM HORTONS" goes to Coffee, while a $50 charge at "AMAZON.CA" might be Shopping or Groceries based on your patterns.

Automatic categorization for new transactions
Learns from your corrections over time
Create custom rules for specific merchants
Handles transfers and split transactions
Example categorization
SHOPPERS DRUG MART #1234
Health & Personal CareHigh confidence
-$42.15
UBER TRIP 8X7Y2Z
TransportationHigh confidence
-$18.50
AMZN MKTP CA*AB1CD2
ShoppingMedium confidence
Click to recategorize
-$89.99
E-TRANSFER FROM JOHN
IncomeHigh confidence
+$150.00

Everything you need to track spending

Powerful features that make understanding your finances effortless.

Custom Categories

Create categories that match how you think about your spending. Rename, merge, or delete as needed.

Smart Filters

Filter by date, category, account, or amount. Find any transaction in seconds.

Custom Rules

Set up rules like 'Always categorize NETFLIX as Entertainment' for automatic handling.

Spending Alerts

Get notified when you're approaching budget limits or when unusual transactions appear.

Powerful Search

Search by merchant name, amount, or notes. Find that one transaction from months ago.

Real-time Sync

Transactions appear as soon as your bank reports them. Stay up to date.

Ready to take control of your spending?

Start your free 7-day trial today. Connect your accounts in minutes and see where your money goes.