Budget Tracker

Overview

Spending by Category

Spending by Card — This Month

Recent Transactions

Transactions

Date	Description	Category	Card	Amount

Cards & Accounts

Monthly Budget

Category Budgets (click to edit)

Bills & Subscriptions (click amount to edit)

Debt Payoff Planner

Your Numbers

Monthly Take-Home ($)

Monthly Fixed Bills ($)

Strategy

Import Transactions

ℹ️ Supports CSV files and PDF bank statements. Works with Chase, Capital One, Amex, Discover, and most banks.

1. Select Card

Card / Account

Or type a new card name

2. Upload File

📂

Drop file here or click to browse

CSV or PDF bank statement

🔗 Bank Sync

🔒

Admin Only

Bank sync is restricted. Enter the password to continue.

Setup

Income

Monthly Take-Home Pay ($)

Pay Frequency

Spending Categories

Bills & Subscriptions

Data