Month Income: $0.00
Month Expenses: $0.00
Total Income: $0.00
Total Expenses: $0.00
| Category | Budget |
|---|
| Month | Income |
|---|
Adding Transactions: Enter amount, description, category, date, click "Add Transaction".
Importing Transactions: Upload CSV (date MM/DD/YYYY, description, amount).
Editing Transactions: Click "Edit", modify, click "Save". Optionally update categories for similar transactions (e.g., "Online Payment" with same recipient).
Deleting Transactions: Click "Delete" or "Delete All Transactions".
Adding Categories: Enter category, click "Add Category".
Viewing Charts: Filter by month for category (pie) and monthly expenses (bar).
Transactions by Category: Filter by month, click "View Transactions by Category". Click category names in Budget Overview or Expense Budget to jump to corresponding sections.
Budget Overview: View average monthly income/spending by category, including last transaction date. Sort by category (A-Z), monthly average (high to low or low to high), or last transaction date (recent to old or old to recent) using the dropdown. Click category names to see transactions.
Expense Budget: Edit monthly expense budgets, view spending for last 6 months, totals at bottom (excludes Income). Click category names to see transactions.
Income Table: View total income for last 6 months.
Connecting a Bank: Click "Connect Bank Account" to import via Plaid.