Net worth
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Assets
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Liabilities
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Spent this month
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Safe to spend — this month
—Net worth trend
builds dailySpending by category
Planned
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Actual
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Remaining
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Income — this month
| Category | Planned | Received |
|---|
Category budgets — this month
| Category | Progress | Planned | Actual | Remaining |
|---|
All categories
This month| Category | This month | Avg / mo (6mo) | # | Group |
|---|
Bulk rename a category
Re-label every transaction in one category at once. Your label sticks through future syncs.
Income (this month)
—
Expenses (this month)
—
Net
—
Income vs expenses — last 6 months
Likely recurring & subscriptions
Merchants charging you in 3+ of the last 6 months.
| Merchant | Cadence | Typical | Last |
|---|
Monthly equivalent
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Annualized cost
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Subscriptions
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All subscriptions
| Name | Monthly | Quarterly | Annual | Monthly Eqv |
|---|
| Date | Description | Category | Account | Amount |
|---|
Net worth
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Assets
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Liabilities
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Accounts
Other assets
Total balance
—
Total limit
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Overall utilization
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Net worth
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Assets
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Liabilities
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Net worth over time
Allocation
Breakdown
Invested
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Growth — period
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IRA room left
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