Money in motion
Transactions
Keep the details tidy. The bigger picture follows.
Vendor All
Category All
Account All
Type All
Personal / Business All
| Select | Date | Vendor | Category | Account | Type | Amount | Actions |
|---|
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
Expense trend
Showing all expenses
Income, spending & the difference
Cash flow trend
Income is above zero, expenses are below zero, and the bold line is net cash flow.
Expense master categories All
Income master categories All
Budget lines are shown in Expenses / income color mode.
Plan the month
Budget
Set a monthly target for every expense and income category.
Budget history
The initial baseline preserves your previous budget. Older overwritten amounts are unknown; add backdated snapshots to correct them. Earlier revisions remain available below.
Long view
Net worth
Actual balance snapshots and a transparent projection.
History and forecast
Actual & projected net worth
Monthly
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.
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 Balances
Recorded balance history for the selected accounts.
Account Balances
Recorded balance history for the selected accounts.
| Date | Account | Type | Balance | Actions |
|---|
Make it yours
Settings
Categories
Master categories
Group detailed categories into the smaller set shown in Monthly Activity.
Separate Personal and Business?Off keeps one combined budget.
Accounts
Add banks, cards, investments, property, vehicles, and loans. Account settings describe what an account is. Linked Projection Rules describe every future change to it.
Automatic category rules
Descriptions containing a rule's text receive that category automatically. Lower priorities run first.
Website colors and format
Choose a preset or customize the colors saved to your account.
Budget access
Owners can invite an existing username as an editor or viewer. Editors can update budget data; viewers only see Monthly Activity and Net Worth.
Pending invitations
Current members
Archived items
Restore an item, or permanently delete it after moving its references to a safe replacement.
Platform administration
Users & usage
Manage platform access without opening anyone's private financial data.
Access preview
Owner
All member features plus members, ownership, export and permanent deletion.
Editor
Transactions, budgets, projections, categories, accounts and settings.
Viewer
Read-only Monthly Activity and Net Worth.
Platform admin
User roles and aggregate usage only; private budget data remains inaccessible.