Powerful Features for Your Financial Journey

Everything you need to track, analyze, and optimize your personal finances in one place.

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Transaction Management

Import transactions from CSV bank statements with smart duplicate detection. Automatically categorize spending with customizable rules. Search, filter, and analyze your transaction history.

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Budget Tracking

Create monthly budgets for any spending category. Track progress in real-time with visual indicators. Rollover unused budget amounts to the next month for flexible planning.

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Spending Analytics

Visualize your spending patterns with beautiful charts. Compare spending across months and categories. Identify trends and find opportunities to save money.

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Bills & Subscriptions

Automatically detect recurring payments. Track subscription costs and billing dates. Get notified about upcoming bills so you never miss a payment.

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Cash Flow Forecasting

Project your future account balances based on recurring income and expenses. Plan for large purchases and identify potential cash shortfalls before they happen.

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Net Worth Tracking

Track your total financial health across all accounts. View historical snapshots to see your wealth grow over time. Understand your assets and liabilities at a glance.

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Multi-Account Support

Manage multiple bank accounts, credit cards, and savings accounts in one place. Track balances across all accounts with a unified dashboard.

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Smart Categorization

Create custom categories and rules to automatically categorize transactions. Learn from your manual categorizations to improve accuracy over time.

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Secure & Private

Your financial data stays on your own server. No third-party access to your banking information. Full control over your data with secure authentication.

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