Money in motion
Transactions
Keep the details tidy. The bigger picture follows.
| Select | Date | Vendor | Category | Account | Type | Amount | Actions |
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No transactions match these filters.
Monthly pulse
Monthly activity
Explore expenses and income from the same transaction ledger.
Spending mix
Expense master categories
Largest first
All categories
Expenses by account
Category budget tracking
Expense trend
Showing all expenses
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.
History and forecast
Actual & projected net worth
Fixed net worthLiquid net worth stacked above fixed
History uses balance snapshots plus transaction balance effects. Transfers without a known signed balance effect are excluded.
Projection Rules
Route future income, expenses, transfers, and debt payments through real accounts.
The selected graph end date controls the projection length. Transfers change account composition without changing total net worth. This is a planning estimate, not financial advice.
Account Balance
| Date | Account | Type | Balance | Actions |
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Make it yours
Categories & accounts
Categories
Master categories
Group detailed categories into the smaller set shown in Monthly Activity.
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.