Connect your accounts
Link supported financial institutions through Plaid or add a manual account.
DIME SHIELD / accounts and transactions
Your money. One organized view.
An expense tracker that connects your accounts, organizes transactions, and helps explain your spending.
Build my money planTHE BIG PICTURE
Every purchase is part of a bigger story. Bring account balances and transaction details together, then use categories, tags, notes, and rules to make that story easier to understand.
Understand each transaction
Review categories, add notes and tags, and split purchases across categories.
Spend less time sorting
Use transaction rules to keep recurring activity organized.
01 / A CLOSER LOOK
Choose how you bring accounts together.
Connect supported institutions through Plaid or create a manual account for information you want to maintain yourself. A connected account depends on your institution’s available data and update timing; a manual account depends on the information you enter.
- Review balances by account.
- Keep manual and connected accounts in your financial picture.
- Check the institution connection when information seems out of date.
The details behind your spending
SAMPLE DATANeighborhood MarketGroceries · reviewed
$86.20City TransitTransportation
$24.00Home & MarketSplit · 2 categories
$112.40Categories, context, and clarity.
02 / A CLOSER LOOK
Make transaction details useful.
A merchant name alone may not tell you why you spent the money. Open a transaction to review its category, account, date, and amount. Add a note for context, use tags for your own organization, or split a purchase that belongs to more than one category.
- Separate mixed purchases with transaction splits.
- Add notes and tags that make sense to you.
- Review merchant history to understand repeated spending.
03 / A CLOSER LOOK
Turn repeat decisions into a routine.
Rules help keep similar activity organized. Review a rule’s conditions and category before relying on it, and revisit rules when merchant descriptions change. Pair this with regular transaction reviews to keep the budget built on meaningful information.
- Manage rules in one place.
- Correct categories when a purchase needs more context.
- Use reports to explore the spending behind the totals.
The details behind your spending
SAMPLE DATANeighborhood MarketGroceries · reviewed
$86.20City TransitTransportation
$24.00Home & MarketSplit · 2 categories
$112.40Categories, context, and clarity.
04 / A CLOSER LOOK
Keep the tools close to the transaction.
Mark recurring activity, review the ignore setting when an item should be excluded from the relevant calculations, and create rules for repeated organization. Always review the setting’s scope before applying it. Splits, notes, and tags let you preserve context without changing the original purpose of the purchase.
- Review expense or income type.
- Use recurring and ignore controls deliberately.
- Create a rule when the same organization should apply again.
The details behind your spending
SAMPLE DATANeighborhood MarketGroceries · reviewed
$86.20City TransitTransportation
$24.00Home & MarketSplit · 2 categories
$112.40Categories, context, and clarity.
GOOD TO KNOW
Your questions, answered.
Why does a balance differ from my bank?
Updates are not always immediate. Pending activity, institution timing, and the difference between current and available balances can affect what you see. Your bank remains the source for confirming an available balance.
Can I enter information manually?
Yes. Manual accounts let you maintain balances yourself. Keep them updated if you use them to understand your financial position.
What is a split transaction?
A split divides one purchase across categories—for example, a store purchase containing both groceries and household supplies.