Recurring
Active Subscriptions
Spotify Premium
Monthly • $9.99
Netflix Standard
Monthly • 2.99
Premium Gym
Monthly • $49.99
This Month
Savings Opportunities
Switch to Netflix Basic
Save $6/month
Annual Spotify
Save $20/year
Transactions
| Date | Merchant | Description | Amount | Status | Actions |
|---|---|---|---|---|---|
| Sep 30, 2025 |
Spotify AB
|
Spotify Premium Subscription | -$9.99 | Completed | |
| Sep 28, 2025 |
NETFLIX.COM
|
Netflix Standard Plan | - 2.99 | Completed | |
| Sep 25, 2025 |
Starbucks
|
Coffee & Breakfast | -$23.45 | Completed |
Recommendations
Monthly Savings Potential
27
Based on your spending patterns, we found 5 opportunities to optimize your subscriptions and reduce monthly costs.
Downgrade Netflix to Basic
Save $6/month by switching from Standard to Basic plan
Cancel Unused Gym Membership
You haven't visited in 3 months
Smart Insights
- 23% of your spending is on subscriptions
- You're saving 5/month vs. last quarter
Negotiation Scripts
Use our AI-powered scripts to negotiate better rates
Wallet
Payment Methods
•••• 4242
Expires 12/25
•••• 5555
Expires 06/24
Recent Payments
Spotify Premium
Sep 30, 2025
$9.99
Success
Netflix Standard
Sep 28, 2025
2.99
Success
Security Status
Quick Actions
Settings
Security Settings
Two-Factor Authentication
Protect your account with 2FA
Biometric Login
Use fingerprint or face ID
Encryption Keys
Keys stored in HSM
Vault Connection
Access Controls
Security Score
Excellent security posture
Quick Actions
Connect Data
Data Sources
Bank Account
Chase Bank •••• 4567
Email Receipts
Gmail ••••@gmail.com
SMS Messages
Phone •••-•••-1234
Manual Upload
Drop CSV file here or
Maximum file size: 10MB
Connection Status
Quick Setup
Notifications
Netflix subscription due tomorrow
Amount: 2.99 • Auto-pay enabled
2 hours ago
Savings opportunity detected
Switch to annual Spotify plan, save $20/year
1 day ago
Unusual spending pattern
Gym membership charged 3 times this month
3 days ago
Notification Preferences
Payment Reminders
24 hours before due date
Savings Opportunities
Weekly recommendations
Security Alerts
Unusual spending patterns
This Week
