Description
Core Features
- Fast transaction entry: Add expenses or income with amount, category, note, and date.
- Recent view: Browse, edit, and delete past transactions with flexible sorting.
- Budget progress: See month‑to‑date spend vs. your budget with clear status indicators.
- Categories: Organize spending and spot trends across where your money goes.
- Balance snapshot: Rolling 30‑day picture of your cashflow at a glance.
Power Tools
- CSV/XLSX import: Map columns, preview results, detect duplicates, then commit.
- Smart suggestions: Optional AI‑assisted merchant normalization and category hints.
- Recurring bills: Track ongoing costs to understand true monthly spend.
- Rules & automation: Set up simple rules to auto‑categorize imports.
- Reports: Summaries by category, date range, and type (income vs. expense).
Import & Export
- Flexible mapping: Auto‑detects headers; adjust date/amount/description in seconds.
- Duplicate protection: Hash‑based matching helps avoid double‑counting.
- Preview before commit: Review sample rows, errors, and duplicates safely.
- Export data: Download your transactions for backup or spreadsheets.
Privacy & Security
- Your data, your control: Create an account to sync securely across devices.
- Encrypted in transit: All communication uses HTTPS.
- Clear account deletion: Remove your account and data anytime from Settings.
Why You’ll Love It
- Clean, focused design that’s fast to use every day.
- Powerful imports that make switching from spreadsheets or banks easy.
- Helpful insights that surface where to cut spend without judgment.