Dashboard
Monthly overview and category breakdown.
Income
This month$0.00
0 transactions
Expenses
This month$0.00
0 transactions
Net
Neutral$0.00
Income minus expenses
Budget status
Expenses only—
Set budgets per category
Category breakdown
Expenses by category for the selected month.
Recent activity
Latest transactions in the selected month.
Transactions
Add, edit, delete, search, and filter.
All transactions
0 shown
No matching transactions
Try adjusting filters or add a new transaction.
| Date | Description | Category | Type | Amount | Actions |
|---|
Budgets
Set monthly budgets per category and track progress.
Category budgets
Budgets apply to expenses only.
Settings
Currency, data management, and help.
Preferences
Affects formatting only.
Used for future calendar views.
Data
Stored locally in your browser.
Tips
- Use Income for paychecks, refunds, and transfers in.
- Use Expense for spending. Budgets track expenses only.
- Export CSV from the Transactions page for spreadsheets.
External resource: CFPB budgeting guide