Atlas

A personal finance dashboard that shows where your money goes

Atlas helps you understand your income, spending, fees, savings, and cashflow by importing and organising bank transaction-alert emails from your connected Gmail account into one reviewable dashboard.

Atlas is a personal finance visibility tool. It is not a bank, financial adviser, accounting platform, investment adviser, or regulated financial institution.

Product overview

Atlas turns supported bank transaction-alert emails into a clearer view of your finances—without claiming to replace your bank or your own judgement.

  • Transaction tracking

    Import and organise transaction alerts from supported bank emails in one place.

  • Spending by category

    See where money goes across categories you can review and correct.

  • Income and expense analysis

    Separate income, expenses, and fees so cashflow is easier to understand.

  • Fee visibility

    Surface bank charges and related fees that are easy to overlook in email alerts.

  • Savings tracking

    Follow savings-related activity alongside everyday spending.

  • Monthly financial summaries

    Review period summaries that help you spot patterns over time.

How Atlas works

A straightforward path from email alerts to a reviewable dashboard.

  1. Connect your Google account
  2. Grant read-only Gmail access
  3. Atlas finds supported bank transaction-alert emails
  4. Atlas extracts and categorises financial transactions
  5. You review your financial activity in one dashboard

Atlas requests read-only access to Gmail. Atlas cannot send, modify, or delete your emails.

Google data usage

Atlas uses Google account access only as needed to provide the product. Details are in our Privacy Policy and Terms of Service.

  • Uses Gmail access to identify and process financial transaction-alert emails
  • Does not use Gmail data for advertising
  • Does not sell Google user data
  • Does not send emails from the user’s account
  • Does not delete or modify Gmail messages
  • Allows users to disconnect their Google account
  • Allows users to request deletion of imported data

Security and control

You stay in control of access to your Google account and imported data.

  • Google OAuth is used for authentication and authorisation
  • Gmail access is read-only
  • Users control whether their account remains connected
  • Users can revoke access through Atlas or their Google Account settings