Skip to budgeting workspace
Demo workspace

Monthly plan

Budgeting

Give every dollar a useful job, understand actual spending, and adjust the plan without rebuilding it from scratch.

Budget periodThis month
Loading synced activity

Plan status

Preparing this month

Comparing your plan with recorded spending.

Spent against category plan0%
Monthly income
$0
Synced income sources
Planned
$0
Categories and savings
Recorded spending
$0
0 transactions
Left to assign
$0
Income without a job

Envelope plan

Spending categories

Set flexible monthly limits. Recorded transactions are categorized automatically and can still be entered manually.

Manual entry

Add an expense

New activity updates this budget and the shared dashboard.

Budget envelope

Add category

Customize the limit and transaction labels that belong here.

Monthly settings

Adjust the plan

Income remains synchronized with the dashboard. Savings and alerts stay private to this browser.

Goal tracking

Add a goal

Track savings or payoff progress alongside the monthly plan.