Sterai
Solutions
Custom financial dashboards
Bring transactions, monthly budgets and forecasts together in one view that shows where each figure comes from.
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What you can do
A bank connection can supply transaction data when your provider and permissions support it. The dashboard keeps actual figures, budgets and forecasts separate and shows where information is missing.
- Categorise transactions and filter by period
- Compare actual spending with the budget
- Model a scenario using your own assumptions
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