My accounts

Add account

Account nameAccount typeCheckingSavingsCashOtherOpening balance ($)Save account to cloud

Transactions

Add transaction

AccountTypeExpenseIncomeAmount ($)Spending category (optional)Uncategorized

Categories apply to expenses. Bill payments remain in the ledger but are not automatically assigned a spending category.

DescriptionDateSave transaction to cloud

Paycheck plans

Plan a paycheck using your own expected gross and take-home amounts. No tax estimate is calculated yet, and saving a plan does not add income to an account.

Add paycheck plan

Payday Expected gross pay ($) Expected take-home pay ($) Notes (optional) Save paycheck plan

Paycheck-to-bill planning

See which unpaid bills fall between a planned payday and the next payday. This is a planning estimate, not an account balance or an automatic payment.

Recurring bills

Recurring due dates are generated automatically when you open the app or change the viewing month. Each month keeps its own payment balance. No automatic withdrawals are made.

Pay a bill Scheduled payments

Select the bill due date and the account to pay from. Recording a payment updates the selected account balance.

Bill

Pay from account Payment amount ($) Date paid Record bill payment

Recent bill payments

Add recurring bill

Bill name Amount ($) FrequencyMonthlyWeeklyEvery two weeksQuarterlyYearlyOne time Next due dateLink to debt (optional)Not a debt payment Save new bill