← Home
R
Loading budget…
Having trouble connecting
Tried twice but couldn't reach the server. Check your connection and try again.
Left to spend
$0
—
Envelopes
This month
Zero-based budget
Recent
Good evening, Jose
Here's where things stand this month
August 2026
Upcoming
Bank accounts
August 2026
Category
Budget
Actual
Remaining
Reports
Reports
October 2026
October 2026
Spending by category
Where income becomes spending
Income by source
Recurring
Recurring
More
◔
Reports
›
▦
Recurring
›
⚙
Settings
›
Transactions
Ledger
Transaction
Category
Added by
Amount
Goals
Goals
Savings
Debt
Settings
Settings
✉️
Envelopes
Budgets
›
🔄
Recurring
Auto entries
›
🏦
Accounts
Bank balances
›
✨
Learned merchants
Auto-categorized on import
›
🏷️
Tags
Fixed & variable categories
›
💾
Data
Import, export, clean up
›
Budget Tracker ·
✦
Budget Assistant
Answers from your numbers
What kind of entry?
Start by choosing income or expense
Reading receipt…
This happens on your device — nothing is uploaded
How much?
Enter the dollar amount
$
What's it for?
Pick the closest match
What's the name?
A short label for this entry
When?
Defaults to today
Which account?
Optional — tracks where the money actually moved
What does this pay back?
Optional — pick the expense it covers so that category shows your net share
Any notes?
Optional
Split a transaction
Total amount
Date
Added by
Split into categories
Edit transaction
Amount
Category
Name
Date
Account
Notes
Customize dashboard
Recalculate budgets
Recalculate from history
Sets each envelope to your average actual spending over the last 3 months.
Clear all budgets
Resets every envelope budget to $0.
New savings goal
Add savings account
Add debt
Promo APR ends (optional)
Edit debt
Name
Type
Balance owed ($)
Monthly payment ($)
Due this month ($)
Due day of month (1–31)
Interest rate (APR %)
Promo APR ends (optional)
APR after the promo ends (%)
Edit tag
Name
Type
Icon
Add account
Account name
Type
Balance today ($)
New envelope
Set a monthly budget for a spending category
New recurring entry
Auto-applies on the set day each month when you open the app. Pick an account and it moves that balance too
Flag for partner
Add a note (optional)
Monthly check-in ✦
Who spent what
Top categories
Import Bank Statement
📄
Drop a CSV file here, or tap to choose
Chase · BofA · Wells Fargo · Citi · any bank
Clean up transfers
These income entries look like internal transfers or reimbursements, not real income. Check the ones to remove.
Reconcile accounts
Open your banking app and enter each real balance below. Each account shows what the app expects from the entries linked to it, and flags any difference.
Undo a bank import
Removing an import deletes every transaction it added and reverses any debt/savings changes. Your manually-entered transactions are left untouched.
What's new
Fresh features ✦
✏️
Edit & delete transactions
Tap any transaction in the Ledger tab
🔄
Recurring transactions
Auto-apply on a set day each month — manage in Settings
☁️
Cloud sync
Your data syncs in real time across all your devices
🔍
Search transactions
Use the search bar in the Ledger tab