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Started - · Day 1 · -
Discretionary used
$0
No discretionary cap set
Total debt
-
Emergency fund
$0
No goal set
Month balance
$0
Income − expenses
Today's spending
$0
No transactions today. Add one with +.
This week: discretionary
$0
No weekly pace set
Recent activity
Budget: May 2026
Upload one or more statements to detect recurring bills, monthly fees, one-time charges, and separate accounts. Three months gives better patterns.
Drop statements here
PDF, Excel, Word, CSV, TXT, OFX, or QFX. Statements are read for analysis and not stored as files.
All transactions
0 itemsCurrent balances
Trajectory
Updates as you record balances. Use "Update balances" after each statement.
Action plan checklist
Personal plan
Reference
Upcoming charges
Add fixed and one-time bills.
Credit card snapshot
Enter balance, due date, and minimum.
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Finance Chat
Ask for numbers, checks, or next steps.
This permanently deletes your account, all transactions, budgets, cards, snapshots, tasks, and chat history. This cannot be undone. Consider exporting your data first.