Too many transactions
A list of payments does not tell you what is driving the total.
Features / SpendingLess wondering.
Where does our money actually go?
Less wondering.
More understanding.
Understanding your spending should not start with another download-and-paste exercise. Use supported bank connections to bring activity together, then explore the tools for categories, recurring payments and changes worth your attention.
WHEN THE PICTURE ISN'T CLEAR
The questions behind the feature.
Forgotten subscriptions
Small recurring costs are easy to miss across several accounts.
Misleading totals
Transfers and debt repayments should not be mistaken for ordinary purchases.
LESS REKEYING. LESS UPKEEP.
Let the tools do more
of the repetitive work.
TrueLayer connections
Bring supported bank transactions into Fieldwell with your permission, reducing repeated statement collection.
A refreshable starting point
Refresh linked activity without re-entering each payment. Connection failures or expired authorisation still need attention.
You make the decisions
Use the spending and recurring-payment views to review costs. The software does not know which subscriptions you need or cancel them for you.
HOW IT HELPS
From scattered details
to useful context.
See the categories, transactions and recurring costs behind your spending. Spot what has changed and decide which commitments still earn their place.
- 01
Bring activity into view
Combine supported account activity with the records you maintain, preserving where the information came from.
- 02
Find the patterns
Review categories, larger payments and recurring costs. Investigate changes instead of assuming every repeat payment is unwanted.
- 03
Make your own decisions
Use the evidence to set priorities. The intended review workflow helps you identify subscriptions; it does not cancel them for you.
A CLEARER PLACE TO START
Bring the pieces together.
One family. One picture. More considered decisions.
Continue to the app