Find a transaction by what you remember.

Search by merchant, category, amount, date, or account.

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Example data

Search the history you have in Warm.

  • You can filter transactions Filter by merchant, category, amount, date, or account.

  • Search one account or all of them Choose one account when you know which account has the charge, or search across your accounts.

  • Categories are ready to search Warm categorizes transactions, so you can narrow results by category.

  • History depends on what you bring in Search transactions synced from your bank or imported from a CSV or OFX file.

Start with the account you have in mind.

Choose one account to narrow results when you know which account has the charge.

Example data

Compare spending with income.

Review income, expenses, and category flows over the period you choose.

About cash flow analysis
Example data

Search your transactions in one place.

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