Orbiq #003 — Organize
 

Organize

Make every
transaction
make sense.

Hi there — real spending is messy. These tools do the sorting for you so the numbers land where they belong.

Split transactions

One charge, many categories

Break a transaction into child rows so a single big-box run that's part groceries, part household, part kids lands in the right buckets — the totals still add up exactly.

 

Spread transactions

Paid once, used all year

Spread an annual insurance bill or a yearly subscription evenly across the months so a single big hit doesn't wreck one month's budget.

 

Rules engine

Categorize once, never again

Categorize a merchant once and Orbiq remembers. Set up rules and every future import sorts itself automatically — your coffee shop, your rent, your gym, all filed the moment they arrive.

 

Budgets, goals & tags

Plan it, track it, tag it

Set monthly or yearly budgets and watch them in real time. Save toward goals and add money as you go. And tag anything to slice your spending however your life actually splits.

#vacation #reimbursable #side-hustle
Tidy up your transactions →

Tip

When you categorize an uncategorized transaction, Orbiq offers to turn it into a rule — say yes once and you'll never sort that merchant again.

You're getting this because you opted in to Orbiq product updates. We only email about new features and tips — never your financial data.

Follow r/financial_orbiq for community updates — release notes, the reasoning behind changes, and somewhere to tell us when we get it wrong.

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