Budgeting

Payment schedules, monthly budgets, dashboards, and needs vs wants.

Understand the auto-populated transaction rows and how bills flow through.

Compare budget vs actual spending across every category, month by month.

Record one-off spending in the Manual Log, keep your account balances current, and see every bill and payday on the Calendar.

See individual and combined views of your finances at a glance.

See one pay period at a time, the whole year at a glance, and where every dollar of a month goes between the two of you.

Move through your planner month by month with one cell, then roll it into a brand-new year in four steps — without losing a single actual.

Classify spending, track the 50/30/20 benchmark, and spot trends over 12 months.