Monthly Income
$0.00
Income recorded for this month
Monthly planning
Set monthly category limits, compare them with your spending, and see where your money is going.
Monthly Income
$0.00
Income recorded for this month
Monthly Spending
$0.00
Expenses recorded for this month
Total Budgeted
$0.00
Total category limits
Available to Budget
$0.00
Income minus total budgeted
Category planning
Choose an expense category and set the maximum amount you want to spend.
Monthly overview
See how your spending compares with your total planned limits.
Category progress
Compare each categoryβs spending against its saved monthly limit.
Use the form above to add your first category budget.
Base your category limits on actual spending patterns, then adjust them as your income and priorities change.
Visual insights
Review spending patterns, category performance, monthly trends, and savings progress.
Selected month
See which categories make up your monthly expenses.
Expense categories will appear after you record transactions for this month.
Category performance
Compare each category limit with the amount you have actually spent.
Six-month history
Compare income, expenses, and total budgeted amounts over time.
Add transactions and budgets to build your monthly financial trend.
Money retained
Track the percentage of monthly income remaining after expenses.
Income and expense transactions are needed to calculate your savings rate.
Budget status
See how many category budgets are healthy, approaching their limit, or over budget.
Category health appears after you create monthly budgets.
Long-term planning
Create personal goals, connect them to an account, and track every contribution.
Goal setup
Your goals will appear here.