Budget and personal finance manager


Budget / Goals

Overview

Transactions

Subscriptions

Debt Manager


Budget / Goals

Budget

<aside> <img src="https://img.icons8.com/ios/4x/rebalance-portfolio.png" alt="https://img.icons8.com/ios/4x/rebalance-portfolio.png" width="40px" /> Design your budget and goals! Divert extra cash into debt, retirement or savings.

🔸 Budget Item - Budget items are different than goals. Try not to spend over your budgeted amount for a category. 🔹 Goal - Try to reach your goal target or even go above, if you can!

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Monthly Overview

<aside> <img src="https://img.icons8.com/?id=gGUs3TPWpvgb&size=4x&color=000000" alt="https://img.icons8.com/?id=gGUs3TPWpvgb&size=4x&color=000000" width="40px" /> Use the monthly overview to analyze if you stayed within budget and met your goals.

⚠️ You went over budget or did not meet your goal ♥️ You met or exceeded your goal!

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Transactions

<aside> <img src="https://img.icons8.com/ios/4x/data-in-both-directions.png" alt="https://img.icons8.com/ios/4x/data-in-both-directions.png" width="40px" /> Keep track of transactions for money going out.

The total amount spent by category will roll up into the monthly summary for analysis to see if you stayed within budget. Link debt payments to the specific debt that it applies to.

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Transactions

<aside> <img src="https://img.icons8.com/ios/4x/negative-dynamic.png" alt="https://img.icons8.com/ios/4x/negative-dynamic.png" width="40px" /> See where you stand with your outstanding debts at a glance.

Link payments from your Transactions table to the debt that it applies to and watch the amount remaining shrink.

Note: this does not take into account interest that may be accruing on your debt or whether your payments apply to principal or interest.

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Debts

Subscriptions