Sign in
Add transaction
Record an expected transaction, then fill in actual details when it happens.
Transaction details
Accounts & ownership
Money is subtracted from the From account and added to the To account.
Dates
Amounts
Transactions
Accounts
Opening balance is the balance as of the selected date. Credit cards and loans can use a negative balance for amounts owed.
Account ledger
Running balances start from the account opening balance and include transactions after the opening balance date through the selected date.
Add account
Bulk Import
Import transactions using a standardized CSV exported from Excel. Review errors and potential duplicates before saving. No data is saved until you click Import.
Choose a file to begin.
Templates
Save reusable transaction details. Using a template fills the transaction form without creating a transaction.
Add template
Spending Dashboard
Actual amounts and dates take precedence over estimates. Spending includes expenses only; transfers are excluded.
Cumulative spending
Current period versus the preceding period of equal length, aligned by day.
Spending breakdown
Payday Overview
Only transactions marked Bank payment required are shown. They are grouped by the latest payday on or before their actual date, or estimated date if actual date is blank. Yellow amounts are estimated; unhighlighted amounts are actual.
Paydays
Transactions use the latest payday on or before their actual date, or their estimated date if no actual date exists.
Add payday
Categories
Edit categories and subcategories here. Deactivate old entries to preserve reporting history.