Parcus

Workspace

Parcus

Workspace

Parcus

Dashboard Upload Statement Review & Corrections Processing Jobs Report AI Coach Household

Tip

Upload first, then use Review & Corrections to clean rows and patterns before generating the report.

Report Engine

Settings

Configure export behavior, assumptions, risk model, explainability, privacy, and report composition.

Current plan: free

Default report style

Preferred export file type

Export profile

Audience mode

Benchmark strategy

After parsing, open manual corrections step before final report.Include processing/debug payload in report exports where possible.

Alerts, Math and Privacy

Thresholds, Display, and Governance

Savings rate minimum %Debt stress ratio maxLiquidity runway minimum monthsMonthly surplus drop alert %Currency decimalsPercent decimalsDefault chart scale

Show formulas in reports.Show assumptions used by forecasts and scenarios.Show confidence intervals on probabilistic outputs.Mask merchant names in exports.Mask account IDs in exports.Redact sensitive categories from shared reports.

Section Selection

Choose What Appears In Generated Report

Disable sections you do not need. This controls what the report page renders and what is emphasised in exports.

Resilience & cashflow overview

Country benchmarks are not included on your current plan.

Income summary Category spend Monthly surplus Spend-type mix Recurring payments Spending story Derived signals Goal-based plan Key actions & savings potential Insights Transaction breakdown

Advanced chart studio is available on Pro and Household plans.

Processing & AI usage Helpful resources PDF export card

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