Twelve focused workspaces, each doing one thing well. Navigate them all
from the sidebar once you're signed in.
Overview
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Today's spend, this month's burn, current cash + online balances, and your last 5 transactions — at a glance.
Expenses
/expenses
A spreadsheet-grade Handsontable grid for every expense — inline edit, sort, filter, bulk delete, custom columns.
Balances
/balances
Cash and online wallet snapshots over time — reconcile, correct, and keep your ledger honest.
Investments
/investments
Monthly contributions across long-term, mid-long-term, emergency fund, FDs, and savings — totalled per month.
Wishlist
/wishlist
Things you want to buy, what they cost, how much you've saved toward each, and priority order.
Goals: Overview
/goals/overview
High-level goals — target, current, % complete, monthly contribution, months to go. Auto-stacked as a chart.
Goals: Sources
/goals/sources
Where each goal's money comes from — manual saves vs auto-added contributions from budget overflow.
Budget Rules
/budgets
Per-category monthly budgets with carry caps and priority — the rules your spending is measured against.
Monthly Table C
/budgets/monthly
The live monthly view — budget vs actual vs remaining per category, with overflow routed to medical & emergency funds.
AI Monthly Briefing
/insights/monthly
A plain-English narrative of your month — written by an LLM grounded on your real numbers, with cached digit-free contracts.
Charts
/charts
A chart builder over your ledger — pick any safe query, render as line, bar, donut, or stacked. Save your favourites.
Import
/imports
CSV / Excel ingest with smart column mapping, deduplication, and a drafts table you review before committing.