Dashboard
Monthly overview and category breakdown.
Income
This month$3,650.00
2 transactions
Expenses
This month$1,910.82
10 transactions
Net
Positive$1,739.18
Income minus expenses
Budget status
Expenses only46% used
$414.05 of $910.00 • $495.95 remaining
Category breakdown
Expenses by category for the selected month.
Housing
Spent: $1,450.00
Groceries
Spent: $198.51 • Budget: $450.00
Utilities
Spent: $139.11 • Budget: $160.00
Transport
Spent: $42.18 • Budget: $120.00
Dining
Spent: $34.25 • Budget: $180.00
Entertainment
Spent: $27.50
Health
Spent: $19.27
Recent activity
Latest transactions in the selected month.
-
expense 2026-07-22
Movie night — Tickets
Entertainment
-$27.50
-
expense 2026-07-20
Groceries — Whole Foods
Groceries
-$112.09
-
expense 2026-07-18
Internet — FiberNet
Utilities
-$65.00
-
expense 2026-07-16
Coffee — Blue Bottle
Dining
-$5.75
-
expense 2026-07-14
Pharmacy — Walgreens
Health
-$19.27
-
income 2026-07-12
Freelance — Landing page project
Freelance
$450.00
Transactions
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All transactions
12 shown
No matching transactions
Try adjusting filters or add a new transaction.
| Date | Description | Category | Type | Amount | Actions |
|---|---|---|---|---|---|
| 2026-07-22 |
Movie night — Tickets
|
Entertainment | expense | -$27.50 |
|
| 2026-07-20 |
Groceries — Whole Foods
|
Groceries | expense | -$112.09 |
|
| 2026-07-18 |
Internet — FiberNet
|
Utilities | expense | -$65.00 |
|
| 2026-07-16 |
Coffee — Blue Bottle
|
Dining | expense | -$5.75 |
|
| 2026-07-14 |
Pharmacy — Walgreens
|
Health | expense | -$19.27 |
|
| 2026-07-12 |
Freelance — Landing page project
|
Freelance | income | $450.00 |
|
| 2026-07-09 |
Electric bill — City Power
|
Utilities | expense | -$74.11 |
|
| 2026-07-07 |
Dinner — Ramen Bar
|
Dining | expense | -$28.50 |
|
| 2026-07-05 |
Gas — Shell
|
Transport | expense | -$42.18 |
|
| 2026-07-03 |
Grocery run — Trader Joe's
|
Groceries | expense | -$86.42 |
|
| 2026-07-02 |
Rent — Maple Apartments
|
Housing | expense | -$1,450.00 |
|
| 2026-07-01 |
Paycheck — Acme Co.
|
Salary | income | $3,200.00 |
|
Budgets
Set monthly budgets per category and track progress.
Category budgets
Budgets apply to expenses only.
Dining
Spent this month: $34.25
Entertainment
Spent this month: $27.50
Groceries
Spent this month: $198.51
Health
Spent this month: $19.27
Housing
Spent this month: $1,450.00
Transport
Spent this month: $42.18
Utilities
Spent this month: $139.11
Settings
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Data
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Local data size: 2.0 KB
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