All features Account overview

See your accounts together.

Understand balances and activity across your financial accounts without losing the details.

The big picture

Make the details work for you.

Bank, card, and wallet activity is easier to understand when you can see each account and the overall picture together.

What you can do

Keep balances and activity for multiple financial accounts in one workspace.

See which account a transaction belongs to when you review spending.

Compare balances and recent activity without losing individual account detail.

How it works

Review an HDFC Bank balance and its recent expenses while keeping card spending separate.

Create a bank, card, cash, or wallet account in your workspace.

Bring in transactions and keep them linked to the right account.

See account balances, spending, and recent activity side by side.

At a glance₹1,52,680

illustrative total balance

Explore the full picture with your own data after you sign in.

Common questions

See how this feature fits into your SpendixAI workspace.

Can I manage more than one account?

Yes. SpendixAI supports multiple accounts in the same workspace.

Are transactions tied to an account?

Each transaction can be associated with an account for clearer reporting.