Dashboard
Category Breakdown
| Category | Type | Account | This Month | Monthly Avg | Budget | vs Budget | Total (All Time) | Txns |
|---|
Monthly Trend & Forecast
Dashed lines = expected income & savings, extended 6 months ahead. Click legend entries to show/hide lines.
Cumulative Projection
Solid = your actual trajectory from earliest data to today (anchored to real balances); dashed continuation = where it lands if expectations hold. Thin dotted = the plan since day one — the gap against solid is your drift from plan.
Monthly Budget Settings
Transactions
| Date | Type | Category | Description | Account | Amount | Actions |
|---|
Year View
Accounts & Goals
Goals & Plans
Completed Plans
| Plan | Items | Source | Planned | Actual Spent | Saved | Date Closed | Status |
|---|
Account Cash Flow
Manage Categories
Configure your budget categories. Changes apply to all future tracking.
| Color | Name | Type | Monthly Budget | Account | Description | Actions |
|---|
Backup & Restore
Backup & Restore
Export all your data as JSON backup or restore from a previous backup.