Current Month

$0.00

Track cash flow, upcoming bills, and budget pressure without digging through the whole app.

Income
$0.00
Month to date
Spent
$0.00
Month to date
Net
$0.00
Income minus expense
Snapshot

Accounts

See balances and net worth quickly.

Assets $0.00
Liabilities $0.00
Net Worth $0.00
Activity

Recent Transactions

Latest money movement with direct edit and delete controls.

Spending

Budgets

Watch categories that are close to their monthly cap.

Bills

Upcoming

Due soon, with one-click pay from the dashboard.

New Entry

Add Transaction

Keep the fast fields upfront. Transfers and payments reveal their second account only when needed.

Adjustment

Reconcile Account

Set an account to its actual balance and let the app create the matching transaction.

Difference: $0.00
Ledger

Transactions

Filter by account or category, then edit or remove individual entries.

Setup

Add Account

Asset and liability handling stays explicit instead of inferred from account type.

Net Worth

Summary

Balances grouped cleanly by nature.

Assets $0.00
Liabilities $0.00
Net Worth $0.00
Balances

Accounts

Edit names, balance baselines, and liability/asset nature directly from the list.

Monthly Limits

Create Budget

Budgets stay category based and compare against this month's expense activity.

Pressure

At a Glance

Keep high-risk categories visible before they go over.

All Budgets

Budgets

Edit or remove any budget without losing the underlying category transactions.

Recurring Items

Add Bill

Repeats now use proper calendar math instead of fixed 30-day approximations.

Calendar

This Month

Click a day to inspect due bills and pay them directly.

Due Soon

Upcoming Bills

Edit, pay, sort, or delete an entire recurring series from the same list.

Labels

Add Category

Categories stay simple: name plus expense or income type.

Coverage

Category Mix

A balanced category list makes entry faster and reports cleaner.

Expense 0
Income 0
Total 0
All Categories

Categories

Edit names and type classification directly from the list.

Comparison Controls

Category Reports

Compare one or two categories across recent months, with the option to include tracking-only entries.

Summary

Month-over-Month

Pick a category to see how spending changes over time.

Monthly totals chart will appear here.
Monthly Table

Category Totals by Month

Totals are split-aware and can optionally include tracking-only entries.

Preferences

Appearance

Theme, accent, density, and dashboard section visibility live here.

Data

Import, Export, Reset

Local-only storage is unchanged. Export JSON or CSV and restore from those files later.

Integrity

Data Audit

Quick checks for broken references or mismatched totals in the richer transaction model.