Quick Add

Amount Description (optional) Category Paid With Date Save Expense Cancel

Add Expense

Amount Description (optional) Category Paid With (optional) Date Save Expense Cancel

Category Budget

Set a monthly budget for this category.

Budget Amount Save Budget Remove Budget

New Category

Name Emoji Color Parent Category (optional — makes this a subcategory) Add Category Cancel

Edit Category

Name Emoji Color Parent Category (optional) Save Changes

Add Recurring Cost

Automatically added to your expenses on schedule.

Name Amount Frequency Category Paid With (optional) Cash Flow

Add to Cash Flow

Automatically appears as a debt payment in Cash Flow

Start Date End Date (optional) Save Recurring Cost

Add Payday

Expected Amount Pay Date Label (optional) Save Payday Cancel Delete

Add Extra Income

Insurance refund, bonus, or any one-time payment. Won't create a new pay period.

Label Amount Date received Save Cancel Delete

Add Refund / Credit

Money back from a friend, store refund, or any credit. Reduces the selected category total.

Amount Description Category Date Paid With Save Refund Cancel Delete

Add Debt Payment

Name Amount Due Due Date Category Status Save Payment Cancel Delete

Add Credit Card

Card Name Bank / Issuer Color Save Card Cancel Delete Card

Savings Goal

Set a total net worth target to track your progress.

Target Amount Save Goal Cancel Remove Goal

Add Monthly Record

Month Total Balance Save Record

Add Account

Account Name Type Current Balance Save Account