Dashboard
Money at a Glance ✦
Track what comes in, what goes out, and what comes next.
Income vs Money Out
Last 6 months · actual transactions
Spending Mix
Selected month · recorded expenses
Spending by Category
Smart Money Insights
Upcoming Bills
Goals & Progress
Cash Book · One Easy Entry
Enter money received or paid once. Choose an expense category only for Expenses. Bill and Debt Payments link directly to your planned items. For bills, the full amount is filled automatically; for debts, enter how much you are paying.
Bills are commitments until paid. Debt payments and savings transfers are tracked separately from ordinary expenses, avoiding double counting.
Cash Book Entries
Summary for the selected month. Entries below show all recorded transactions.
Where Your Money Went
Selected month · paid outflows only
Income vs Money Out
Last 6 months · actual transactions
Financial Planner · Plan Everything in One Place
Plan upcoming paychecks, bills, savings goals and debts here. Planning does not move money. Record actual payments in Cash Book.
Tip: Monthly, weekly and biweekly plans generate future dated entries automatically when you open a month. Other means one-time. Paychecks are expected income until received. Bills are commitments until paid. Savings goals and debts are balances, not cash transactions.
All Your Plans
Planned Money Distribution
Selected month · expected paychecks & bills
Expected Income vs Planned Bills
Last 6 months · planned amounts only
Quick User Guide
Choose the screen that works best for you. You only need to enter each item once.
- Set up: Choose your currency, date format and preferences in Settings.
- Record money: Add income or expenses in Cash Book or Income & Expenses. Both share the same records.
- Plan ahead: Add expected paychecks, bills, savings goals and debts in Financial Planner or the matching tools under More tools.
- Mark bills paid: Use Cash Book → Bill Payment. Record debt payments and savings transfers in Cash Book too.
- Review: See your charts and totals on Dashboard and Reports. Export reports or save a backup when needed.
Important: Plans are not payments. Enter each item once to avoid duplicates. Your data stays on this device, so back it up regularly.
Shortcuts: ? Help · Alt+D Dashboard · Alt+C Cash Book · Alt+R Reports · Alt+N New entry
Add Income or Expense
Transactions
Paycheck Planner
Plan each paycheck, then compare with your spending.
Bill Calendar & Due Dates
Bills are tracked separately; add an expense when you pay one to avoid counting it twice.
Savings Goals
Debt Payoff Tracker
Monthly Report
Income vs Expenses (incl. Bills)
Last 6 months · actual cash transactions
Expense Breakdown (incl. Bills)
Selected month · expense categories
Net Cash Flow Trend
Last 12 months · income minus expenses and other cash outflows
Month-to-Month Comparison
Personalize Your App
Logo stays in your browser backup. Max 300 KB. Your name/company can also appear on printed PDF reports.
Appearance
Choose your favorite calming color.
Budget Settings
Privacy & Backups
Data stays in this browser profile. Back up regularly; clearing browser storage can erase it. Online demo data is not synced with downloaded files.