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Weekly Review

What does this do?

A 5-minute weekly check-in: unreviewed transactions, weekly pace vs last week, next 7 days of bills, and subscription candidates.

How to do it

  1. Confirm or categorize pending transactions.
  2. Review this week's pace and upcoming 7-day commitments.
  3. Tap 'Complete Review' to close the cycle.

Why it matters

Five minutes a week prevents month-end financial surprises.

Open in Keepsail↗

Related Topics

TransactionsAll your financial movements are listed here: income, expenses, internal transfers, and balance adjustments.StatisticsVisual analytics showing income, expenses, and bucket spending trends across customizable time horizons.
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Budgeting for real life. Payments are processed by Paddle, our Merchant of Record.

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