Learn · Looking ahead

Insights and the weekly summary

Short notes when we spot something worth a look, and a recap of your week.

Where you see it

Short notes on the Insights page, and a recap of your week.

What it means

We look for things like an unusual charge, a price going up or a budget heading over. When we find one, it shows as a short note you can open, mark done or dismiss. Once a week you also get a summary of what came in, what went out and what's coming up. Nothing here touches your money; it's there to help you notice.

Why it matters

It catches the things that are easy to miss when you're busy.

What to do

See your insights in WealthyJack.