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Track your spending and optimize your budget in 4 simple steps.
Input all your revenue streams - from salaries to side hustles. Set up recurring inflows to automate your tracking.
Categorize every transaction. Use 'Pending' for planned costs and mark them 'Done' once paid to see your real net position.
Check the Summary tab for visual breakdowns of your spending vs savings. Identify where your money goes every month.
Use the Copy feature to bring over regular items from previous months. Set tasks and notes to keep your financial goals on track.
Follow these best practices to get the most accurate insights and results from this tool.
Add transactions as they happen to stay accurate
Categorize everything for better insights
Use the "Copy From" feature for recurring bills
Review the Summary weekly to catch overspending
Set up specific profiles for family members
Keep notes on large unusual expenses for future reference