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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.
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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.
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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.
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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.
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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 |
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Tidy up your transactions →
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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.
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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.
© 2026 FINARO CAPITAL SERVICES INC. Orbiq™ is a product of FINARO CAPITAL SERVICES INC. All rights reserved. Built in Toronto for people living between countries.
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