Financial plans live or die in the cash flow.
Easy to start
Link accounts or import existing history.
Clients can link accounts for ongoing updates. You can also import transaction history from another tracking tool, CSV, or spreadsheet.
4 years of history
Chase Checking
Live
Amex Gold
Live
mint-export.csv
Imported
statements-2022.pdf
One-time
+ Start from a one-time analysis, upgrade to live later
97% auto
AMZN MKTP US → Shopping
Auto
UNITED 0162447 → Travel
Rule
Costco → Groceries
Rule
Venmo · $240 → ?
Review
+ Ask Dora to bulk-fix anything left
Easy to maintain
Tracking is easy with Dora and Rules.
Transactions are automatically enriched to categorize correctly when they come in. You can also create custom categories, rules, and have Dora do all the cleanup.
Deeper analysis
Dora connects spending to the full plan.
Dora can analyze spending with the context of the full financial plan to connect the dots in ways we never could before.
$3,564/yr found
Dining up $210/mo since the March move
3 subscriptions unused since January, $87/mo
Redirect both and the college gap closes 2 years sooner
+ Period comparison and pattern review, on demand
Deeper analysis tied directly to the plan
Use Dora to ask follow-up questions, compare spending against goals, and turn the answer into plan updates you can review.
Spending FAQ
Common questions about Spending.
See what real cash flow changes in the plan.
See how we’ll help you connect transaction history to goals, cash flow, tradeoffs, and client action.
Book a demo