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Tidings docs

A month in Tidings

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Every screen below comes from the live demo — eleven months of a fictional household’s spending. This is the shape of a month once the pipeline is wired: alerts arrive by email, parsers file them, and these pages assemble themselves.

The journal

Section titled “The journal”
The journal: a month of spending grouped by day, newest first, each day with its own total. The journal: a month of spending grouped by day, newest first, each day with its own total.

A month, read one day at a time, newest first. Each day carries its own total, and the month accumulates as you scroll. Only spending you can act on appears here — refunds, transfers, and anything you ignore stay in the full ledger.

The journal →

The summary

Section titled “The summary”
The summary's Flow view: a Sankey diagram tracing income into category groups for the month. The summary's Flow view: a Sankey diagram tracing income into category groups for the month.

One page scoped to the month in the picker. The Flow view is a Sankey diagram of where the month went — income on one side, category groups on the other; toggle to Trend for the month against recent history. The headline sentence is assembled from the page’s own figures, not written by a model.

Summary →

Budgets

Section titled “Budgets”
The budgets dashboard: per-category annual targets with year-to-date spend and pace. The budgets dashboard: per-category annual targets with year-to-date spend and pace.

Budgets are annual. You set a target per category, and the dashboard reads year-to-date spending against the elapsed fraction of the year — two months in, roughly a sixth of the year has passed. A separate ceiling caps total spending, and pace tells you whether the year is running ahead or behind.

Budgets →

Insights

Section titled “Insights”
The insights page: momentum and anomaly cards above an AI-written monthly briefing. The insights page: momentum and anomaly cards above an AI-written monthly briefing.

The monthly briefing workspace. The cards on top — momentum against last month, and the month’s quiet anomalies — are computed directly from your transactions; no model is involved. The narrative below is AI-written and opt-in, follows the same fixed shape every month, and after generation every figure in it is traced back to the underlying numbers.

Insights →

Merchants

Section titled “Merchants”
The merchants page: recurring merchants with typical amounts, burn rate, and price-change signals. The merchants page: recurring merchants with typical amounts, burn rate, and price-change signals.

Who you pay, across the trailing six months. Recurring merchants are detected and typed — fixed, variable, lumpy — and the fixed ones sum to a recurring burn rate: the spending locked in before the month begins. Price changes, new merchants, and churned ones are surfaced alongside.

Merchants →

Where next

Section titled “Where next”
  • Try the demo — the same data, live, no install.
  • Quickstart — three commands and a browser tab.
  • Or let an agent introduce you:
Introduce me to Tidings. Read https://docs.gettidings.com/agent-guide.md, then use the live demo API to show me what a month of spending looks like.