Use the Spending Heatmap on Dashboard to identify high-spending days

Check Anomaly Detection regularly to catch unusual spending early

Export backups weekly to protect your financial data

Use tags consistently across transactions for better filtering

Review the AI Coach insights for personalized financial advice

Compare months to track your progress over time

Use Predictive Balance to plan ahead for month-end

Upload receipts for major purchases for documentation

Set up both Goals (short-term) and Milestones (long-term) for savings