Budget & Spend Tracker
Month
Budget & Spend Tracker
Month
Income (month)
$0
Spent so far
$0
Remaining vs. caps
$0
% of month elapsed
0%
Spend by Category
Yellow at 70%, red at 90%, OVER above 100%
of cap.
Where the Money Goes
$0
total spent
Transactions
All transactions in the selected month, both of you.
| Date | Merchant | Description | Category | Subcategory | Amount | By |
|---|
Planned Purchases
Bigger items and projects you're saving up for. Link each one to a savings category
to track progress.
Recurring Transactions
Bills and fixed expenses that post automatically each month — utilities, subscriptions, and more. They are created on or after their due day when you open the app.
Monthly Income
Take-home pay for the household, after taxes. Update if it changes.
Budget Caps
Click a category to expand it and manage its subcategories. Each subcategory has
its own cap — the parent cap equals the sum of all subcategory caps. Name and type edits save
automatically.
Weekly Check-in
Sunday evening, ten minutes. Save when done.
Past check-ins
Monthly Review —
End-of-month reflection. One review per month per household.
Past reviews
Invite a household member
Generate a one-time link. They click it, sign in with their own email, and they're
added to your household — they'll see and edit the same data.