Expense & Income Analysis

Charting expense and income has never been easier or more accurate

With the Envestnet® | Yodlee® Expense and Income Analysis FinApp, spending and income categories are displayed graphically to highlight categories and trends that help consumers and small businesses manage their spending.

The finapp leverages Yodlee Transaction Data Enrichment to accurately categorize transactions and provide greater context to consumer data.

With greater insight into income and expense patterns, financial institutions and Internet innovators can offer more meaningful advice and product recommendations and benefit from increased cross-sell and up-sell opportunities.

Key Benefits

  • Ability to view income and expenses in an engaging, responsive user experience
  • Automatically categorizes transactions into easy-to-use categories
  • Ability to view categories by a set time period
  • User can view historical trends in each category to compare performance now vs a few months ago
  • Filter by date ranges, accounts, and groups