Personal Finance Manager

Overview Spending Cashflow Plan Debt & Bills

Spent

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Income

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Net

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Savings Rate

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Avg / Day

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Entries

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Smart Insights

By Category

Category	Amount	Share

By Category

Category	Amount	Share

Top Payees

Payee	Total

Largest Transactions

Date	Description	Amount

By Payment Method

Method	Total

By Wallet

Wallet	Total

By Weekday

Day	Total

By Tag

A transaction with multiple tags counts toward each one, so this can add up to more than total spending.

Tag	Total

Income vs. Spending

Month	Income	Spending	Net

Income by Source

Source	Total

Net Worth

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Net Worth Over Time

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Plan always reflects the live current-month state — it isn't affected by the range chips above.

Budget Performance

Category	Spent / Limit	Progress

Goals Progress

Goal	Saved / Target	Progress

Debt & Bills always reflects the live current-month state — it isn't affected by the range chips above.

You Owe

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Owed to You

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Min Payment / Month

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Accounts

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Payoff Progress

Debt	Balance	Paid Off

Recurring Expenses (Monthly Equivalent)

Title	Monthly

Upcoming Bills

Bill	Due	Amount