Finance Dashboard
⚑ Budget Advisor
⟳ Bills · This Month
⬡ Account Balances
↗ Income vs Expenses · Last 6 Months
◎ Expense Breakdown · This Month
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
Plan by
◎ Monthly Savings Goal
The most you allow yourself to spend this month, bills included. This month's unpaid bills are set aside from day one, so the number only moves when you log an expense or change a bill, never when income lands late. Pick a number you can cover even in a slow month.
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