January 2026
Total: 0 transactions
Income: $0.00
Expenses: $0.00
| Date | Description | Category | Amount | Balance | Actions |
|---|
Transaction Rules
Automatically categorize or split transactions based on matching criteria
| Name | Match | Action | Matches | Status | Actions |
|---|---|---|---|---|---|
| Loading rules... | |||||
Personal Budget
January 2026
Budget
$0.00
Spent
$0.00
Remaining
$0.00
Used
0%
Business Budget
January 2026
Budget
$0.00
Spent
$0.00
Remaining
$0.00
Used
0%
Personal Budgets
Business Budgets
Select a Report
Choose a report type and date range, then click "Generate Report" to view your financial data.
Total Assets
$0.00
Total Liabilities
$0.00
Net Worth
$0.00
No Accounts Yet
Add your bank accounts, credit cards, and other financial accounts to track your balances.
Total Allocated
$0.00
Unallocated Income
$0.00
No Envelopes Yet
Create envelopes to organize your money into virtual accounts like Bills, Savings, Fun Money, etc.
AI-Detected Savings Potential
Potential Monthly Savings
$0.00
Analyzing your spending...
$0.00
Allocation Strategy
Your Debts
No debts added yet
Add your credit cards, loans, and other debts to start planning
Your Freedom Timeline
Minimum Payments Only
Time to freedom
--
Total interest
--
Debt-free date
--
With Your Plan
Time to freedom
--
Total interest
--
Debt-free date
--
Invested at freedom
--
Interest Saved
$0
Time Saved
0 years
Net Benefit
$0
Investment Calculator
Future Value
$0.00
Total Contributions
$0.00
Total Interest
$0.00
Import Transactions
Import from CSV, QFX, OFX, or connect your bank directly.
Import History
Appearance
Categories
Manage your transaction categories
Connected Accounts
Link bank accounts for automatic transaction sync
Data Management
Export or clear your data
Export Data
Download all your data as JSON
Import Data
Restore data from a previously exported JSON file
Clear Transactions
Delete all transactions but keep accounts and categories
Clear Accounts
Delete all manual accounts and their transactions
Clear Envelopes
Delete all sub-accounts/envelopes and allocation rules
Delete All Data
Permanently delete all your data (cannot be undone)