Spent
—
Income
—
Surplus
—
income minus spending
To review
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Budgets
| Category | Monthly budget | Carried | Rollover |
|---|
Rollover carries an unspent balance into the next month, and carries an overspend forward as a negative. Ten categories use it today, matching the sheet.
Add a goal
Progress counts contributions from this month forward, so a new goal does not start out already met by past saving. To count a balance you already have, add it as a contribution.
Active rules
| Pattern | Category | When | Priority |
|---|
Nothing is saved until you confirm. Re-importing the same file is safe — rows already in the ledger are skipped.
Preview
First 25 rows
| Date | Merchant | Category | Amount |
|---|
| Date | Merchant | Category | Amount |
|---|