Money in motion
Transactions
Keep the details tidy. The bigger picture follows.
| Date | Vendor | Category | Account | Type | Amount | Actions |
|---|
No transactions match these filters.
Monthly pulse
Monthly spending
Actual activity from your transaction ledger.
By master category
By category
By account
Category budget tracking
Expense trend
Income trend
Plan the month
Budget
Set a monthly target for every expense and income category.
Long view
Net worth
Actual balance snapshots and a transparent projection.
Actual & projected net worth
Fixed net worthLiquid net worth stacked above fixed
History uses balance snapshots plus transaction balance effects. Transfers without a known debit/credit direction are excluded.
Projection assumptions
The selected graph end date controls the projection length. Income, expenses, savings, account payments, equity, and dividends affect future balances. This is a planning estimate, not financial advice.
Balance history
| Date | Account | Type | Balance |
|---|
Planned future purchases
Make it yours
Categories & accounts
Categories
Master categories
Group detailed categories into the smaller set shown in Monthly spending.
Accounts
Add banks, cards, investments, property, vehicles, and loans. Each account can have its own projection assumptions.
Automatic category rules
Descriptions containing a rule's text receive that category automatically. Lower priorities run first.