Finances Overview
Wednesday, June 3, 2026
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Cash Flow Trend
Monthly Income vs. ExpensesExpense Allocation
Transactions History
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Budget Limits
Track your spending targets by category
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Baseline monthly income
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0% of salary allocated
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Available for saving
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Savings & Wishlist
Track wishlist items, target savings & budget for purchases
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0 items
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Loans & Debt
Track money you owe and money owed to you
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Money I Owe (Borrowed)
Money Owed to Me (Lent)
Event Expenses
Track budgets and expenses for trips, events & occasions
Expenses
| Title | Category | Date | Notes | Amount | Actions |
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Recurring Transactions
Manage automated subscriptions, bills, and income
Checklists
Plan and track everything you need for trips, relocation, or custom projects
Checklist
| Item | Category | Priority | Notes | Actions |
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Settings Center
Manage your account, preferences, and app configuration
Account & Security
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Member since --
Financial Baseline
Used for budgeting and savings rate calculations
Manage your custom transaction categories
Appearance & Privacy
Theme
Switch between light and dark mode
Privacy Mode
Mask financial numbers across the app
Localization
Dashboard Layout
Show, hide, and reorder dashboard widgets.
Reports & Automations
Monthly Email Reports
Receive summaries on the last day of the month
Data Backup
Download a full offline backup of all your transactions, budgets, goals, and checklists, or restore from a previous backup file.
Danger Zone
Permanently delete data from your account. These actions cannot be undone.
