Monthly Cash Flow
Spending by Category
Budget Usage
Savings Goals
Recent Transactions
Add Transaction
CSV columns: Date, Description, Amount, Type, Category, Subcategory, Account, Note
All Transactions
Add / Edit Savings Goal
The Subcategory is the goal itself. The Category groups related goals under a header with a combined progress bar.
Log Savings Transfer
Total: $0.00
Goals Progress
Savings Transactions
Add / Edit Debt
The Subcategory is the debt itself. The Category groups related debts under a header with a combined progress bar.
How Debt Tracking Works
1
Add a debt with its original amount, current balance, and category/subcategory.
2
Log payments on the Transactions tab — set type to Debt Payment with the same category/subcategory.
3
Balance counts down automatically as payments are logged.
Debt Progress
Debt Transactions
Set Budget Limits
Budget vs Actual
Total Net Worth
$0
Total Assets
$0
Total Liabilities
$0
Add Asset
Add Liability
Net Worth Over Time
Add Category
Add Subcategory
All Categories
Bank Category Mappings
Map bank category strings from CSV imports to your app categories. Account-specific maps override the global map.
CSV Import Profiles
Saved column mappings for different bank CSV formats. Profiles are auto-detected on import.
Add Rule Manually
If a description contains the keyword, it auto-categorizes on import and entry.
Amount Condition (optional)
How It Works
Manually adding a transaction auto-creates a rule for that merchant.
On CSV import, every row is matched against rules and auto-categorized.
Matching is case-insensitive.
Add an amount condition to split by price.
Apply Rules to All on the Transactions tab reruns rules on existing data.
Auto-learned rules are tagged auto
All Rules
Report Period
Period Summary
Income vs Expenses (Trend)
Income by Source
Income vs Expenses
Expense Breakdown
Category Breakdown
Database Backup & Restore
Full backup includes all transactions, rules, goals, budgets, categories, investments, debts, net worth history, CSV profiles, and settings.