Accounts and balances
Create bank, cash and credit card accounts, understand how their balance is derived, reconcile with your bank and transfer money between them.
The transaction list
Filter, search and read your ledger, understand the balance at the top, the Categories, Accounts and Savings tabs, and what the colours of each row mean.
Budgets
Set a monthly budget per category, or a different amount for each month of the year, and see how much of it you have used.
Reports and export
Build your own report board with the KPIs and charts you care about, understand what each figure counts, and export everything to XLSX, CSV or PDF.
Savings and goals
Create savings pockets with or without a goal, move money in and out, track interest, and know exactly which account is holding each saved peso.
Debts you owe and debts owed to you
Track loans, money you lent and money you owe, with real interest, instalments and payment reminders, kept outside your net worth.
Credit cards
Register a credit card with its limit, rate and payment day, see available credit and debt, get a monthly reminder with estimated interest, and record the payment correctly.
Subscriptions
Keep every recurring charge in one place, see what they cost you per month, get reminded before they renew and before a free trial ends.
Recurring payments
Rent, utilities, the car payment and recurring income like a pension, projected forward so you know what is coming before it arrives.