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Connect an account, then read the transactions and spending it brings in.

Choose what is useful to you; these activities stay optional.

What happens between connecting a bank and seeing your data.

Move from an overview to the transactions that explain it.

Read the original activity, and change how it is filed only when something is wrong.

Start with a total, choose the right view and check the transactions that explain it.

Compare merchants and find the transactions behind each amount.

Compare category spending with monthly budgets, then check the underlying transactions.

Compare balances and open recent activity for one account.

Tell saved observations apart from reconstructed history.

Set your usual monthly budget, review spending, and investigate transactions.

Separate suggestions from confirmed upcoming activity.

Use your connected data to explore a specific financial question.

Save a focused view of your live financial data.

Control the activity and connection notices you receive.

Choose your language, appearance, analytics and learning preferences.

Request, download and remove a private export.

Work out what state you are in, then choose the next action.

Give ChatGPT read-only access to your Nora financial data through MCP.

Give Claude read-only access to your Nora financial data through MCP.