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Roca Budget is a private app. Access is by invite only.
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NET CASH
—
✕
$0
Income
$0
Expenses
Cash Flow
$0
Awaiting Reimbursement
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Transactions
‹
May 2026
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All
Income
Expenses
Transfers
Owed 💙
Budget
1M
YTD
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YTD
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‹
May 2026
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Income
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received
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remaining
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$0
Budgeted
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Accounts
💳 Installments
Net Worth
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Debt
$0
Assets
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Loans
Net Cash
Cash less debt
$0
Cash
Debt
Assets
Loans
🏠 Home Equity
Net Equity
$0
Reports
Spending Over Time
3M
6M
1Y
2026 YTD Summary
Total Income
$0
Total Expenses
$0
Net Saved
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Avg Monthly Spend
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Income vs Expenses
Spending by Category
← All
Net Worth History
Investment Accounts
All Accounts
Start
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Current
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Gain/Loss
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📈
No balance history yet.
Tap an investment account and use
Update Balance
to start tracking.
Loan Paydown
All Loans
Original
—
Current
—
Paid Down
—
📉
No balance history yet.
Tap a loan account and use
Update Balance
to start tracking.
Dash
Txns
Budget
Accounts
Reports
Add Transaction
Type
Expense
Income
Transfer
Description
Amount ($)
Date
From Account
To Account
Category
Account
▶
More options
Notes (optional)
This expense will be
reimbursed
Recurring transaction
Frequency
Weekly
Bi-weekly
Monthly
Yearly
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Save
Transaction
Delete
Edit
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New Budget Group
Group Name
Icon (emoji)
Color
This is an
income
group
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Save
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.
Delete
Cancel
Save
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
Delete
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Save
📊
No budget set for this month yet.
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← Back
Import CSV
Expected columns:
Date, Description, Amount
. Negative amounts = expenses, positive = income.
Default Category
Default Account
📂 Choose CSV File
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Import
Settings
Account
OWNER
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Currency
USD $
EUR €
GBP £
CAD C$
AUD A$
Active:
Members
+ Generate Invite Link
7-day invite link. Set role and access after they join.
Current Members
Data & Backup
Google Drive
Not connected
CSV
↓ Import
↑ Export
Clear All Data
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Confirm
Awaiting Reimbursement
Close
Edit Account
📈 Update Balance
Close
Post Transaction
Transaction
Amount
Date
Account (optional)
Select the account this transaction came from, or leave blank if cash / no account.
Skip
Edit
✓ Post
Back
Manual Adjustment
Spent Amount ($)
Note (optional)
This will be
reimbursed
Sets the spent total for this category this month. If you have real transactions here too, this amount is added on top.
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Save
Rename Category
Category Name
Rename this section. This only changes the display label.
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Save
Edit Recurring Transaction
This is part of a recurring series. Which transactions should be updated?
This transaction only
Only this occurrence will be changed.
This & all future transactions
Updates the series so future occurrences match.
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Reimbursement Received
Date Received
Into Account
Note (optional)
Cancel
✓ Record Receipt
💳 Installment Plans
+ New
New Installment Plan
Purchase Name
Total Purchase Amount ($)
Number of Payments
Monthly Fee ($)
First Payment Month
Budget Category
Credit Card Account
Delete
Pay Off
Cancel
Save Plan
Update Balance
New Balance ($)
Date
Note (optional)
Cancel
Save Update
💚 Income
$0
Budgeted
$0
Received
$0
Remaining
