Download your statement as CSV from your bank's website
Works with most major banks:
ChaseAmexBank of AmericaWells FargoCapital OneCiti+ more
Transactions
Include
Description
Amount
Date
Category
Welcome to your budget tracker 👋
A beautiful, private, all-in-one monthly budget tracker — your data syncs securely across all your devices.
📅
Start with this monthEdit or clear the sample rows to match your real income and expenses across 10 categories.
⬆
Import your bank statementDrop a CSV from your bank via ⋯ → Import. Transactions are auto-categorized — review and confirm before adding.
🎨
Click any row to color-code itA floating toolbar appears with Text, Number and Strikethrough color pickers — great for tracking which card paid what.
🃏
Build your card color legendGo to ⋯ → My Cards legend to create a color key for your cards. Copy colors between rows and the legend.
✦
Set a monthly intentionHover above the summary cards to add a quote or goal for the month — pick any color you like.
?
Explore more featuresPress ? for keyboard shortcuts or visit ⋯ → Features for the full list.
💡 Pro tip — the 3-color card system
Click any row to open the color toolbar and set three independent colors: ● Text color — label shows which card owns it ＃ Number color — amounts in your card's color A̶ Strikethrough — cross out in your card's color when paid
At a glance you'll know exactly which card paid each expense.
✓ Mark as paid — click ✓ on any expense row to strike it through; color follows your chosen strikethrough color
📅 Date stamps — add planned and actual dates to any row via the date button that appears on hover
✎ Row notes — click ≡ on any row → Add note; a gold dot appears on hover to indicate a note exists
💰 Budget override — click the Budget cell in any section footer to type a fixed budget; leave blank to auto-sum from rows
🎨 Footer highlight — click the Actual/Received total in any section footer to set a background and number color
🎯 Net worth goal — click the Goal cell in the Net Worth Overview to set a target
Colors
🎨 Color toolbar — click any row to open a floating toolbar; switch between Text, Number and Strikethrough tabs
● Text color — colors the row label; great for matching rows to a card
＃ Number color — colors the actual/received amount independently from the label
A̶ Strikethrough color — sets the line-through color when a row is marked paid
⎘ Copy color — open the color toolbar and click Copy to copy the current Text, Number or Strikethrough color to the clipboard
⎘ Paste color — click ≡ on a row → Paste color → paste as any color type; works across types (universal clipboard)
✕ Clear all colors — click ≡ on a row → Clear all colors to reset text, number and strikethrough at once
🃏 My Cards legend — ⋯ → My Cards legend to build a color key for your credit/debit cards; copy and paste colors between the legend and rows
Rows
≡ Row menu — click ≡ on desktop or long-press on mobile to access all row options
⟳ Recurring rows — row menu → Mark as recurring; row carries over automatically when copying a month
⧉ Duplicate — row menu → Duplicate row copies the row and all its colors
⠿ Drag to reorder — hover a row to reveal the ⠿ handle; drag on desktop, long-press on mobile
↔ Move to another section — drag a row and drop it onto a different section header to move it
✨ Autocomplete — start typing a label to see suggestions from your history; selecting one prefills the amount and all 3 colors
🗑 Delete rows — hover any section header to reveal 🗑; click it to choose: Select rows to delete (pick individual rows) or Clear all rows (wipe the whole section). Both are undoable
↩ Undo delete — deleted a row by accident? Click UNDO in the toast that appears
Months
📋 Copy month — click + New Month to copy from a previous month; carries rows, colors, recurring items, budget overrides and footer highlights
📊 Month-over-month — scroll to the bottom to compare 6 spending categories vs the previous month
🔍 Search — search across all rows in the current month by label, amount or date
✕ Clear month — ⋯ → Clear month to wipe all rows for the current month
Personalisation
✦ Monthly intention — click "Add intention" at the top to write a quote or goal; pick a color, font (10 options) and size
🎨 Color themes — ⋯ → Appearance: Classic, Minimal, Monochrome, Warm, or a fully custom color
𝐁 Bold text — ⋯ → Appearance → Bold text: On/Off
𝗔 Text size — ⋯ → Appearance → S / M / L; scales all row labels, headers, footers and summary tables
🌙 Dark mode — toggle with the 🌙 button in the top bar
● Sticky row colors — when you color a row's text or numbers, that color becomes the default for the next new row automatically. Change it anytime by picking a different color
Layout
⠿ Reorder sections — hover any section header to reveal ⠿; drag on desktop, long-press on mobile
▾ Collapse sections — click ▾ on any section header to hide its rows; click again to expand
Import
⬆ Import CSV — ⋯ → Import bank statement; drop a CSV file and transactions are auto-categorized using AI
✎ Review before importing — edit categories, dates and amounts in the review table before adding rows to the tracker
↔ Fix wrong category — drag any row in the review table to the correct section before confirming
Export
⬇ Export PDF — Export → Export PDF (or Ctrl+P) to print a formatted copy of your current month
⬇ Export CSV — Export → Export CSV to download all months as a spreadsheet