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NET CASH
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Income
$0
Expenses
$0
Cash Flow
Monthly Overview
3M
6M
12M
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Transactions
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May 2026
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May 2026
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received
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remaining
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Budgeted
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Accounts
💳 Installments
Net Worth
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$0
Cash
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Debt
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Net Cash
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Assets
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Loans
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Plans
Everyday Money
What's in your accounts, and what you owe on cards
Cash
Debt
The Big Picture
What you own, and bigger debts you're paying off over time
Assets
Loans
🏠 Home Equity
Net Equity
$0
💳 Installments
Reports
2026 YTD Summary
Total Income
$0
Total Expenses
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Net Saved
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Avg Monthly Spend
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Income vs Expenses
3M
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1Y
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Spending by Category
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Expense
Income
Net Worth History
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1Y
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to
No net worth snapshots in this range.
Account History
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1Y
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to
Investments
Loans
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Current
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Txns
Budget
Accounts
Reports
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Type
Expense
Income
Transfer
Description
Amount ($)
Date
From Account
To Account
Category
Account
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This expense will be
reimbursed
Recurring transaction
Frequency
Weekly
Bi-weekly
Monthly
Bi-monthly (every 2 months)
Quarterly (every 3 months)
Yearly
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Transaction
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New Budget Group
Group Name
Icon (emoji)
Color
This is an
income
group
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New Sub-category
Name
Parent Group
Moving a sub-category keeps its transactions attached.
Annual Budget
One fixed pool for the whole year (FSA, deductible…)
Budget Limit for this Month ($)
Applies only to the current month. Navigate months to set different limits.
Annual Limit for this Year ($)
Total pool for the calendar year. YTD spending shown in the budget view.
Monthly Rollover
Carry unused balance into next month
Reset Each January
Stop rollover from crossing into a new year
When on, any unused balance from December does not carry into January.
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Add Account
Account Name
Section
Cash
Debt
Assets
Loans
Account Type
Checking
Savings
Investment / Brokerage
Retirement (401k, IRA)
Crypto
Property / Real Estate
Credit Card
Loan / Mortgage
Other
Starting Balance ($)
🔓 Unlock
Balance is locked — updated automatically by transactions linked to this account.
Note (optional)
Linked Property (for Home Equity)
None — don't include in equity card
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Expected columns:
Date, Description, Amount
. Negative amounts = expenses, positive = income.
Default Category
Default Account
📂 Choose CSV File
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Account
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Currency
USD $
EUR €
GBP £
CAD C$
AUD A$
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7-day invite link. Set role and access after they join.
Current Members
Data & Backup
Google Drive
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CSV
↓ Import
↑ Export
Duplicates
Installment & recurring copies
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Data Archive
🗄 Archive
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Awaiting Reimbursement
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Edit Account
📈 Update Balance
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Post Transaction
Transaction
Amount
Date
Account (optional)
Select the account this transaction came from, or leave blank if cash / no account.
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Edit
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Manual Adjustment
Spent Amount ($)
Note (optional)
This will be
reimbursed
Sets the spent total for this category this month. If you have real transactions here too, this amount is added on top.
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Rename Category
Category Name
Rename this section. This only changes the display label.
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Edit Recurring Transaction
This is part of a recurring series. Which transactions should be updated?
This transaction only
Only this occurrence will be changed.
This & all future transactions
Updates the series so future occurrences match.
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Reimbursement Received
Date Received
Into Account
Note (optional)
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✓ Record Receipt
💳 Installment Plans
+ New
New Installment Plan
Purchase Name
Total Purchase Amount ($)
Number of Payments
Monthly Fee ($)
First Payment Month
Budget Category
Credit Card Account
Count remaining balance in net worth
Turn off if this purchase is already a balance on a card or loan account
Payments
Delete
Pay Off
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Save Plan
Update Balance
New Balance ($)
Date
Note (optional)
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Save Update
💚 Income
$0
Budgeted
$0
Received
$0
Remaining
