Welcome back
Here's how your month is going.
Spending so far
On TrackThe green line is what you've spent so far. The dashed amber line shows where you'll land at this pace, compared to your budget.
Your budget by category
The colored bar fills up as you spend. Money you don't use rolls into next month.
Recent transactions
Budget
Decide how much you want to spend in each category every month. Unspent money carries into next month, and overspending comes out of next month.
Transactions
Everything you spent and received this month. Change a category with its drop-down, and the app will offer to remember it for that merchant.
Accounts
Link your bank and credit cards so purchases show up automatically. Tap Sync any time to pull in the newest ones.
Auto-sort rules
A rule always puts a matching store in the same category, for example every "COSTCO" purchase goes to Groceries. Rules are created when you choose "Always" after changing a category, or you can add one here. Anything without a rule is sorted by AI.
| Match Pattern | Match Type | Target Category | Type | Action |
|---|
Settings
Protect your sign-in with a second step, see how long your data is kept, and download a backup.
Two-Factor Authentication (TOTP)
Secure your personal finances with Google Authenticator, Authy, or 1Password.
Scan this QR code in your Authenticator app, then enter the 6-digit code below to activate:
10-Year Financial Data Retention
ActiveAll financial records and transactions are preserved for 10 full years before automated purging.
Download Complete Database Backup
Export all accounts, transactions, categorization rules, and budget limits into a standalone JSON file for 100% offline ownership.