Financial Dashboard
Overview of your complete financial picture
Spending by Category
Account Balances
Quick Actions
Upcoming This Week
This Month
Accounts
Manage your bank accounts, credit cards, and investments
All Accounts
| Name | Type | Balance |
|---|
Transfer Between Accounts
Transactions
Track income and expenses
Add Transaction
Search & Filter
Recent Transactions
| Date | Description | Category | Account | Amount |
|---|
Recurring Transactions
Set Up Recurring
Debt Payoff Plan
Avalanche method: highest APR first, then snowball
Payoff Strategy
Card Details & Balances
One-Time Extra Payments
Debt Progress
Month-by-Month Payment Schedule
Record Debt Payment
Monthly Bill Tracker
Track recurring bills and split expenses
| Paid | Bill | Owner | Due | Frequency | Amount |
|---|
Combined Monthly Cash Flow
Payment Schedule
Calendar view of upcoming payments
Payment Ledger
Complete payment history and running totals
| Date | Type | Name | Amount | Balance After | Notes |
|---|
No payments recorded yet. Use the Debt Payoff tab to record payments.
Monthly Budget
Set spending limits and track progress by category
Budget Categories
Add Budget Category
Savings Goals
Track progress toward your financial targets
Add New Goal
Cash Flow Forecast
Project your finances 6 months ahead
Projected Cash Flow
Monthly Breakdown