Introducing Account Insights!
Understand Your Spending and Saving Like Never Before
We’re excited to unveil Account Insights, a new feature designed to help you see where your money is going, identify trends, and make more informed decisions about your finances. Whether you’re trying to save for something special or just want to keep a closer eye on daily expenses, Account Insights gives you a clearer understanding of your financial habits, so you can plan your future with confidence.
Make Sense of Your Financial Habits
Seeing your current balances is one thing — understanding them is quite another. With Account Insights, you can view trends in your spending and savings, helping you stay on track with your financial goals. Maybe you’ve been meaning to save more, or maybe you’ve noticed your expenses creeping up over the last few weeks. These Insights can shine a light on the areas you need to adjust, helping you make smarter financial decisions.
Account Insights provides intuitive charts and views that make it easy to track where your money is going and where it could be better spent. Whether it’s spotting patterns of unnecessary spending or discovering opportunities to boost your savings, these insights are designed to give you the knowledge and confidence to take control of your financial life.
How to Get Started
Setting up Account Insights is simple. To link your Apple Card, Apple Cash, or Savings account, just follow these steps:
Open Bills to Budget and navigate to your existing Accounts.
Select the "Link to an Apple Account" option from the Create/Edit Account screen.
Walk through Apple's quick linking process.
Once connected, you’ll be able to access your balance histories securely, right in the app. And if you don’t have an Apple account or aren’t ready to link just yet, you can still explore the feature through our Financial Explorer mode, which gives you a feel for the Insights without connecting any accounts.
Because Privacy Matters
Your privacy matters. No personal data ever touches our servers. Your financial information is securely pulled from your Apple Wallet on-device through the FinanceKit API, meaning you get to stay in full control of your data at all times.