Dashboard
Overview of your income, expenses, and savings.
Total Income
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Set in Planner
Total Expenses
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This month
Total Saved
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Savings + investments this month
Net Balance
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Income − Expenses − Saved
Expense categories
Click a slice to see detailsSpending trend
Recent transactions
| Date | Category | Notes | Amount |
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Add Expense
Log a new expense. It's saved locally and can be exported to Excel anytime.
Just added
| Date | Category | Notes | Amount |
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Expense Planner
Set monthly targets, then compare planned vs actual spending.
Planned vs actual
Current monthMonthly plan
Other income gifts, bonuses
Total monthly income
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Per-category budgets
Set a planned amount for each category| Category | Planned | Actual | Status |
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Expenses planned
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Savings planned
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Leftover
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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 |
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