Monthly trends
Follow income, expenses, and net cash flow across months in line or bar views.
See change over time
Turn everyday records into clear monthly, category, and annual views that explain household progress.
Follow income, expenses, and net cash flow across months in line or bar views.
Explore categories as bars, monthly trends, or a proportional heat map, with budget and actual values kept together and smart explanations for individual categories.
See how every category performed across different time frames, then switch between per-month averages and cumulative totals.
Select a year and review totals, composite signals, and grouped Cash Flow, Balance Sheet, Safety, and Growth views.
Compare each closed month with the same month in the previous year, switch between income and expenses, and see the year-over-year percentage change.
Track net worth on a monthly snapshot timeline, manage asset and liability accounts, and see cash position alongside a composite financial index.
Grounded in the product