Features

Everything you tracked in Excel,
done for you

The core money tools — clean, fast, and lightweight. Import a bank file and your dashboard fills itself in.

One-click bank import

Drop an OFX, QFX or CSV file from any bank or card issuer. Transactions import instantly and exact duplicates are skipped automatically.

Spreadsheet-style tables

Sort any column, search, filter by date, account, category, type or source, and edit cells inline — just like a real spreadsheet.

Live dashboard

Total income, expenses, net cash flow, bank balances, credit-card debt and upcoming bills — recalculated as you go.

Income & earnings

Track salary and side income with employer, pay frequency, expected and actual received dates.

Bills & due dates

Name, category, amount, due date, frequency and paid / unpaid status — with an "upcoming in 30 days" view.

Expenses

Log cash and one-off spending with category, date, amount, payment account and notes. Mark recurring items.

Credit cards

Card name, last 4, credit limit, current balance, available credit, APR, minimum payment and due date in one view.

Bank accounts

Chequing, savings and more — opening balance, running balance from your transactions, and per-account history.

Export anytime

Every table exports to CSV in one click, and your whole workspace to JSON. Your data is yours.

How it works

From statement to dashboard in minutes

1

Import or add

Upload a bank/card file, or add accounts and transactions by hand. Cash entries are welcome too.

2

Organize

Categories are auto-suggested; tweak inline. Filter and sort to find anything in seconds.

3

See clearly

Your dashboard shows income, expenses, cash flow, balances and what's due next — automatically.

Ready to see your money clearly?

Start free — no credit card needed.