💡 The Plan!
What are your goals this year? What would you love to do or see? Write it down — and see what happens.
"A goal without a plan is just a wish." — Antoine de Saint-Exupéry
Saved ✓
Upload transactions
Drop CSV files, then tell us which account (and optionally which budget) they belong to.
Drop CSV files here or click to browse
Supports Chase, BofA, Citi, Wells Fargo, and most bank/card exports
CC accounts: positive = purchase · Checking/savings: positive = deposit, negative = expense
Review
Tab=next · Enter=approve · Shift+click=range select · /=search
| Date | Account | Description | Amount | Budget | Category | Card User | Memo | Status |
|---|
Budget
Click any category name to rename it, ✕ to delete, or a monthly number to see the transactions behind it · Balance shows what you can reallocate
Notes
Saved ✓Savings Buckets
Track savings goals independently from uploaded transactions.
Buckets Notes
Saved ✓Bills
See what's due and when — recurring bills only need to be entered once.
Bills Notes
Saved ✓Net Worth
Track assets, liabilities, and progress over time. Click any cell to edit.
Net Worth Notes
Saved ✓Global Search
Search all transactions across every account and budget.
| Date | Account | Description | Amount | Budget | Category | Memo | Status |
|---|
Reconciliation
Compare approved totals against expected account balances.
Settings
Accounts, rules, audit trail, and data.