Dashboard
Balance at end of month0
Income0
Expenses0
Saved this month0
Income vs expenses
Spending by category
Accounts
Regular payments to add
Budgets
Recent entries
Quick add
Include an amount. Words like "yesterday", a category, or an account name are picked up automatically.
Add an entry
Entries this month
Your accounts
Rename an account, choose its type, set its opening balance for this month, hide accounts you no longer use, or delete them. For a credit card, enter what you owe as a negative opening balance, for example -5000. Paying the card bill is a Transfer from your bank account to the card.
Where the money went
Categories and budgets
Set a monthly budget for a category to see how much is left. Leave it blank for no budget.
Regular payments
Set up a regular payment
Money lent and borrowed
Record money lent or borrowed
These records are kept separate from your account balances. When money actually moves, add it as an income or expense entry too.
Savings goals
Set a savings goal
Goals are tracked separately from your account balances. Use Add and Take out to update how much you have set aside.
Reports
Profile and preferences
Backup and import
Download your data as a backup or to open in Excel. You can also import a backup, or a spreadsheet saved as CSV with the columns Date, Type, Account, To account, Category, Details, Amount.