Dashboard
Month note
Due this week
Quick Add
Transactions
This Month
Charts
6-Month Window — Income vs Expenses
Use the arrows above to move through months. Click a bar to load its category pie.
This Month by Category (Expenses)
Click a pie slice or category to see those transactions.
Year to Date — Income vs Expenses
Monthly trend for the selected year (stock-style lines).
Loans
Add Loan
Your Loans
Categories & Budgets
Suggested limits
Uses prior full months of app data, then scales to leave a buffer under average income (spending-ratio style — not formal mortgage DTI).
Set Monthly Limit
This Month’s Spending by Category
Savings Goals
Create Goal
Your Goals
Calendar
Add Recurring Item
Appears every month on the day you choose.
Detect from history
Finds payments that show up in multiple months on similar days. Check the ones you want, then add them to the calendar.
Month View
All Recurring Items
Import CSV
Paste or upload spreadsheet / bank statement
Works with simple exports and many bank CSVs.
Looks for columns such as: Date, Description/Memo/Payee, Amount or separate Debit / Credit columns.
Dates: YYYY-MM-DD, MM/DD/YYYY, or DD/MM/YYYY. Negative amounts or Debit = expense; Credit / positive deposits = income.
Rows are placed in the correct month by date and update Charts.