Insightssee where your money goes
Spending and income by category, account and month, built from the same ledger you already keep.
Ledger-backed analysis
Income and spending reports use the transactions in your workspace
Account-level trends
Deploy worldwide for maximum resiliency and low latency
Workspace-scoped access
Simply write your code in TypeScript and deploy
Native currency totals
Review category totals and account trends in their financial context
Understand a summary by returning to the transactions behind it. Keep the ledger as the source of truth.
What you can understand
with your ledger
Explore the ledger
A clear view from
records to reports
Moneybook reports are based on your ledger, with category and account context. Review and export your own records when you need to work elsewhere.
Keep financial context close
Filter by account, date, category and source, then inspect the records behind a result
Consistent source records
The same ledger powers both transaction review and reports
Direct API ingestion
Use the Moneybook API with your own tools to add records directly, alongside statement imports and manual entry
Review any supported account
Compare your bank, card and wallet activity
Moneybook keeps native currencies distinct in your reports, so unlike currencies are not silently added together.
Account coverage
Review movement across your accounts or focus on one account at a time
Currency-aware reporting
Seamlessly scale with usage without any manual tuning
Secure
Scale with confidence with SSL, Firewall and DDOS protection built in
Understand each summary with
traceable records
Inspect categories, account activity and import history alongside your ledger. Correct the source records when a summary needs attention.
Import and review history
Stream logs to the dashboard in realtime with rich metadata to help debugging
Inspect the underlying ledger
Get deeper insights into function behavior by writing SQL queries on function logs
Metrics
Dashboards show the health of your functions at all times
Explore your finances in the Moneybook workspace
Review accounts, ledger rows, imports and reports together, with every insight linked to the same financial records.
// Moneybook API: use your configured API base URL.
fetch(apiBaseUrl + '/v1/insights', {
headers: {
'X-Spective-Api-Key': apiKey,
'X-Spective-Workspace-Id': workspaceId
}
}).then(response => {
if (!response.ok) throw new Error('Request failed');
return response.json();
});// Moneybook API: use your configured API base URL.
fetch(apiBaseUrl + '/v1/insights', {
headers: {
'X-Spective-Api-Key': apiKey,
'X-Spective-Workspace-Id': workspaceId
}
}).then(response => {
if (!response.ok) throw new Error('Request failed');
return response.json();
});One workspace
Use explicit workspace and account context when reading financial records
Review your first summaryfrom your own records
Add an account, import or enter transactions, then explore your financial activity.