Dashboard
This Month
Income
—
0 transactions
Expenses
—
0 transactions
Balance
—
Income − Expenses
Savings Rate
0%
Of total income
Transfers
—
0 movements
Accounts
Current balances
Net
—
Income vs Expenses (last 6 months)
Spending by Category
Recent Transactions
Transactions
All your income, expenses & transfers
This Month
Add Transaction
Record income, expense or transfer
Recurring Templates
0 active
Active templates auto-create transactions when you sign in on or after their next date.
Reports
Understand your spending patterns
This Month
Total Income
—
Total Expenses
—
Net Balance
—
Savings Rate
0%
Transfers
—
0 movements
Monthly Trend (12 mo)
Expense Breakdown
Top Spending Categories
Click any row to see all transactions in that category for the selected period.
Account Flow
Money in (income + transfers in), out (expenses + transfers out), and net change per account. Click any row to see that account's transactions.
By Person
Money received from each person (income tagged with them) and spent on them (expenses tagged with them). Shared amounts are split by share %. "Unassigned" covers transactions with no person tagged. Click a row to drill into category-level detail.
Spending by Account
Shows which account each rupee of expense came out of. "No account" covers transactions that weren't tagged with an account. Click any row to drill into that account's transactions.
Report Tags
All tags across your transactions. Click a row to scope Reports to that tag.
AI Insights
A period recap, cut candidates, anomalies, savings capacity, and goal narratives — generated on demand and cached for 7 days.
This Month
Goals
Positive savings targets and debt-payoff plans, mirror of Budgets.
Budgets
Monthly spending limits per category
Categories
Manage your income & expense categories
Accounts
Where your money lives — cash, bank, credit cards, wallets
Balances shown are for the current book only. Switch to Combined view to see the true cross-book balance of accounts used in multiple books.
People
Tag transactions with who they're for — wife, kids, parents, business
Settings
Preferences & data management
Preferences
Currency symbol
Displayed before amounts throughout the app
Theme
Dark or light appearance
Week starts on
Used for the "This Week" period filter
Date locale
Format transaction dates per region
Data
Export all transactions
Download a CSV of every transaction on your account
Delete all data
Permanently removes all transactions, budgets & recurring templates. Categories, accounts & people remain.
Keyboard shortcuts
N Add new transaction
/ Focus search on Transactions page
Esc Close any open modal