Dashboard
Overview of your income, expenses, and savings.
Total Income
—
Set in Planner
Total Expenses
—
This month
Total Saved
—
Savings + investments this month
Net Balance
—
Income − Expenses − Saved
Expense categories
Spending trend
Recent transactions
| Date | Category | Notes | Amount |
|---|
Add Expense
Log a new expense. It's saved locally and can be exported to Excel anytime.
Just added
| Date | Category | Notes | Amount |
|---|
Expense Planner
Set monthly targets, then compare planned vs actual spending.
Planned vs actual
Current monthMonthly plan
Per-category budgets
Set a planned amount for each category| Category | Planned | Actual | Status |
|---|
Expenses planned
—
Savings planned
—
Leftover
—
Reports
Filter, review, and export your expenses.
Filters
Export
Note: browsers can't silently write to a file on disk. Data is stored locally and can be round-tripped via Import / Export Excel.
Detailed log
| Date | Category | Notes | Amount |
|---|