Finance Dashboard
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⚑ Budget Advisor
⟳ Bills · This Month
⬡ Account Balances
↗ Income vs Expenses · Last 6 Months
◎ Expense Breakdown · This Month
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No expenses this month.
◈ Recent Transactions
Income Log
Track all money coming in
◉ Calendar View
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≡ All Income
All
Expense Log
Track all money going out
◉ Calendar View
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◎ Category Breakdown · This Month
◈ Top Expense Categories
≡ All Expenses
All
Account Transfers
Move money between accounts
◉ Calendar View
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≡ All Transfers
All
Recurring Bills
Scheduled monthly & yearly bills
Viewing month:
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⟳ Monthly Recurring
⟳ Yearly Recurring
Budget Planner
Set limits · protect your savings goal
◎ Monthly Savings Goal

The amount you want to keep unspent every month. The dashboard advisor and the “Safe to Spend” number are built around this.

✦ This Month vs Goal
◫ Category Budgets · Saves when you leave a field
Monthly Summary
Auto-calculated from all transactions
◎ Month-by-Month Finance Tracker
App Settings
Configure accounts and categories
⬡ Your Accounts
+ Add Account
↓ Income Categories
+ Add Category
↑ Expense Categories
+ Add Category