Meet the new Insights tab: a simpler way to plan ahead

Meet the new Insights tab: a simpler way to plan ahead

We’re introducing the new Insights tab in the Oportun app for all Set & Save members. Now you can see your bills, spending, and savings goals all in one place. Get a clearer view of where your money is going and what you’re saving for.

It can be hard to keep track on your spending when accounting for everyday purchases, subscriptions, monthly bills, and bigger expenses that come up a few times a year. Connect one or more checking account and the Insights tab pulls in and categorizes your recent spending.

You can track spending by category, plan for upcoming bills, and easily create new Set & Save savings goals. Instead of relying on a gut feeling, you can get a more organized view of your financial life.

With just a tap, you can create a Set & Save savings goal for an upcoming bill, helping you start setting money aside little by little before it’s due.

See what’s coming up, understand how your spending fits into the bigger picture, and create savings goals for your expenses. The new Insights tab is designed to help you plan with more confidence, whether you are tracking everyday spending, preparing for upcoming bills, or saving for something meaningful.

Open the Oportun app to explore the new Insights tab and start planning ahead.