This month
Plan, track, and stay on budget.
⚡ Quick entry
Expense, income, or bill—review before saving.
Examples & tips
Try “groceries 1250”, “JD income 30k”, or “electricity bill every 4th worth 500 for 6 months”. You’ll review the draft before saving.
Upcoming bills
No unpaid bills
Cash flow
Select a bar to view that month’s entries
Income
Expenses
Spending by category
Recent transactions
No transactions yet
Transactions
Group expenses, card spends, transfers & income entries
All transactions
No transactions found. Add your first one!
Bills
Recurring bills & payment tracking
Total bills
₱0
0 bills
Paid
₱0
0 paid
Outstanding
₱0
0 unpaid
No bills yet. Add your recurring bills!
Budget planner
Set monthly budget targets per category
Category budgets
No budgets set yet.
Actual vs Budget
Monthly report
Income vs outgoing summary with card usage breakdown
AI monthly analysis
3 analyses available per day · Resets at midnight Philippine time
Generate a concise review of spending changes, budget risks, bills, and suggested next steps.
Spending breakdown
No transactions this month
Card usage by category
No card transactions
6-month trend
Select a point to jump to that month
Expected bills dashboard
Yearly forecast based on recurring bills and monthly overrides
Select a bar to view that month’s bill breakdown.
Workspace
Members, invitations, and household settings
Members
Workspace settings
My account
Update your name or sign-in email.
Workspace management
Manage categories, payment methods, and credit cards available throughout this workspace.
Categories
Drag to rearrange. Initially sorted alphabetically.
Payment methods
Drag to rearrange. Initially sorted alphabetically.
Credit cards
Cards group transactions and installments into one monthly statement. Drag to rearrange; initially sorted alphabetically.
Customer operations
Manage workspace access, subscriptions, customer health, and account status without viewing private financial details
Workspaces & subscriptions