Edit Transaction
Start over?
This will clear all your income, transactions, and goal data. This can't be undone.
Add Line Item
$
Step 1 of 5
IncomeWhat's coming in? ♡
Add all your income sources. Your total updates in real time.
Total monthly income
$0
per month
Yearly projection
$0
annual gross income
"Knowing your true number is the first act of financial clarity."
🔒 Your data stays on your device
Step 2 of 5
TransactionsLet's look at your real numbers ♡
Upload CSVs from your bank, or enter transactions manually. Yellow rows need your attention.
☁
Upload CSV files
Upload one or more CSVs from your bank(s). Needs Date, Description, Amount columns.
OR
✏
Enter manually
Type in your transactions one by one. You're in full control of what goes in.
Uploaded files
ⓘ You can combine CSV uploads and manual entry. Transactions marked "Needs Review" couldn't be auto-categorized.
⚠️ transactions need your attention. Click Edit on any yellow row to categorize them.
| Date | Description | Amount ($) | Category | Subcategory |
|---|
Total spent
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Transactions
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categorized
Top category
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—
Potential monthly savings
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—
Spending over time
Spend by subcategory
Add transactions to see breakdown
♡Daily average spend: —
View all transactions ↓
Transactions
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| Date | Description | Category | Subcategory | Amount | Edit |
|---|---|---|---|---|---|
| No transactions yet. Upload a CSV or enter manually above. | |||||
Clarity today.
Freedom
tomorrow.
tomorrow.
You now have a clear picture of where your money is going. Next, let's align your numbers with what truly matters to you.
✦
What this means for you
✓
See your true spending patterns✓
Identify where small shifts create big impact✓
Make decisions with confidence✓
Reclaim more money for what lights you upYou're ready for step 3
Align & Optimize
♡
Step 3 of 5
Align & OptimizeThis is where the magic happens ✦
Set your refined monthly budget for each category. Past averages are shown as a reference — you decide what the new number should be. This is about conscious choice, not judgment.
Expenses
Variable Spending
$0 / mo
Subcategory
Refined / mo
3-mo average
Difference
Bills
Fixed & Recurring
$0 / mo
Subcategory
Refined / mo
3-mo average
Difference
Debt
Monthly Payments
$0 / mo
Subcategory
Refined / mo
3-mo average
Difference
Net budget shift vs. past spending
How your new plan compares to what you've been spending. Positive = intentionally spending more. Negative = freeing up money.
Total difference
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Expenses shift
—
Bills shift
—
Debt shift
—
Avg total spending
—
✦ Monthly buffer
A buffer keeps you on track when life happens. Set a monthly cushion so one unexpected expense doesn't derail your plan.
Recommended: 3–5% of monthly income
$
Total outflow
$0
Uncommitted income
$0
Buffer
$0
Monthly income
$0
Step 4 of 5
GoalsPut your money to work ✦
Allocate your uncommitted income across what matters most. Every dollar should have a purpose.
Uncommitted income to allocate
$0
Remaining to allocate
$0
Allocated0%
Allocate 100% of your uncommitted income to unlock your dashboard.
Step 5 of 5
DashboardYour full financial picture ♡
Monthly income
$0
Total outflow
$0
Aligned spending
$0
Power number ✦
$0
uncommitted income
Aligned spending breakdown
Expenses
$0
—
Bills
$0
—
Debt
$0
—
Income vs. aligned spending
% of income breakdown
Monthly savings
$0
Yearly savings
$0
Buffer
$0
6-figure projection — time to $100,000
Your goal allocations
Your financial insights
Budget Summary
Your budget. Your future. ♡
Income
Monthly income
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Yearly income
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Power number
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Spending Summary
Total aligned spending
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Monthly savings
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Monthly buffer
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Expenses
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Bills
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Debt payments
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Aligned Budget – Expenses
| Subcategory | Refined / mo | 3-mo Avg |
|---|
Aligned Budget – Bills
| Subcategory | Refined / mo | 3-mo Avg |
|---|
Aligned Budget – Debt
| Subcategory | Refined / mo | 3-mo Avg |
|---|
Goal Allocations
Savings & Projections
Monthly savings
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Yearly savings
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Time to $100k
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