Budget

Personal & business finance dashboard

Password

Budget

Income —

Expenses —

Net —

Budget left —

Annual estimate

Projected (recurring + budgets)

Year-to-date actual

Run rate (YTD extrapolated)

Recurring items (annualized)

Category budgets

Daily flow

Transactions

Date	Description	Ledger	Category	Amount

Add transaction

Date Description Amount Category Notes

Import bank CSV

Drop a CSV export from your bank. Columns like Date, Description, and Amount are auto-detected. Duplicates are skipped.

CSV file

Recurring transactions

Categories & budgets

Linked accounts (Plaid)

Link on Personal or Business tab first. Credit card charges import as expenses; card payments are skipped to avoid double-counting with your bank.

Populate your budget

Edit amounts below, then import. One JSON object per line of income, subscriptions, salary, etc.