Overview

Mark credit cards and loans as Debt and enter what you owe; they count against your net worth. Enter each account's starting balance. Every transaction you assign to an account is applied on top, so the cards on your dashboard always show the current figure.

Edit, reorder, or remove links. Tap the icon to change it.

Export your data as a JSON file, then import it after signing in with Google to migrate everything across.

Drop a .ofx/.qfx file straight from your bank (no mapping needed), a .csv export you map yourself, or your Budget.xlsx. Your rules are applied automatically and duplicates are skipped.

Add your own expense categories. Built-in ones can't be removed, but custom ones can.

Rules file transactions automatically by what the description says — most useful right after a bank import. The first matching rule wins, so drag the important ones to the top.