Finance
See where the money actually goes
Accounts, transactions, budgets, and spending analytics in one dashboard.
Overview
The Finance dashboard puts your accounts, recent transactions, monthly spending, and budget progress on a single screen. No spreadsheet tab-hopping and no month-end reconstruction from memory.
Add transactions by hand, or import a CSV export from your bank and let the categoriser do the first pass. Budgets track against real spend as the month runs, so you find out you are over in week two rather than on the statement.
What you get
Transactions
Log spend as it happens or import a CSV. Every transaction carries a category, an account, and a date.
Budgets
Set a budget per category and watch progress fill in through the month rather than after it.
Analytics
Spending by category, trends over time, and comparisons between periods.
Suggested categories
Premium accounts get AI-suggested categories so bulk imports need less manual tidying.
Start with Finance
Turn this module on, leave the rest off, and add the next one when you want the cross-module view.