Track your spending and optimize your budget in a few simple steps.

1. 1

   Add Income Sources

   Input all your revenue streams - from salaries to side hustles. Set up recurring inflows to automate your tracking.

2. 2

   Log Your Expenses

   Categorize every transaction. Use 'Pending' for planned costs and mark them 'Done' once paid to see your real net position.

3. 3

   Link Savings to Goals

   For Savings, Investment, Retirement, or FIRE lines, optionally allocate to a Goal Manager goal. When marked Done, that amount is logged as a contribution on the linked goal.

4. 4

   Analyze Spending

   Check the Summary tab for visual breakdowns of your spending vs savings. Identify where your money goes every month.

5. 5

   Plan Ahead

   Use the Copy feature to bring over regular items from previous months. Set tasks and notes to keep your financial goals on track.