freedom
EXAMPLE DATA
YOUR FAMILY'S MONEY

Know where it goes.
Keep more of it.

Your monthly budget, spending and savings in one place.

This month's plan

October 2026
Unassigned after your spending & savings plan
$2,500
Planned income minus budgets and savings targets
Target savings each month$3,500 · 21%
Preview with example entries

Replace these with your actual household finances.

↗
Expenses logged
$0
of $11,000 budget
✦
Savings transferred
$0
of $3,500 target

Your money map

MONTHLY ALLOCATION
$17,000
Planned take-home
SpendingSavingsUnassignedOverplanned
Planned household expenses—
Projected annual expenses—
Planned savings transfers—
Available after your plan—

What stands out

Recent activity

Amounts shown are your estimates and logged entries, not verified account balances. No bank access is connected.

EVERY DOLLAR, INTENTIONALLY

Build a budget
you'll actually use.

Give spending and savings a purpose each month.

Monthly budget

SPENDING SO FAR
—
—
REMAINING
—

Adjust each category's monthly limit below. These limits apply to all months; transactions are tracked month by month.

PROJECTED ANNUAL SPENDING
—
Monthly budget × 12
ANNUAL SAVINGS TARGET
—
Savings goals × 12

Spending categories

Fully customizable

Tap a group to see and edit its categories. Each group shows both monthly and annual totals.

Total monthly spending budget—
Projected annual spending budget—

Annual spending outlook

Spending groupMonthlyAnnual
Recorded year-to-date expenses—
Selected-month annualized pace—

Annual budget assumes 12 equal months. Logged amounts are incomplete unless you have recorded all transactions.

Saving with intention

MONTHLY SAVINGS TARGET
—
TARGET RATE
20%

Your savings goals

How spending breaks down

Monthly spending trend

LAST SIX MONTHS THROUGH SELECTED MONTH
YOUR MONEY'S FOOTPRINT

Track the little things.
See the big picture.

Expenses, income and savings transfers by month.

Transactions

Logged expenses
—
Logged savings
—
Income entries logged—
Logged net cash flow—

Cash flow only represents entries you log. The planned take-home income on your Budget tab is a separate estimate.

Tap an entry to edit or delete. CSV imports use the template columns date, description, amount, type, category, goal. Review imported categories before relying on your reports. Mark credit-card payments as account transfers if purchases are already logged.

MAJOR LIFE DECISIONS

Can we afford
the next chapter?

Your home scenario uses the actual spending limits you set in Budget.

Explore a home purchase

$400k$1.6M
$0$350k
3%10%
Other purchase assumptions

How it fits your budget

New monthly housing—
Cash needed to close—
Other category budgets—
Available for savings, after costs—
Your monthly savings targets—
Extra cushion after savings—

Cost breakdown

Principal and interest—
Property tax—
Home insurance—
Maintenance reserve—
HOA and estimated PMI—
Total housing cost—

Future housing replaces your current housing budget. Other categories, including school, vehicles and debt, are carried over. Tax, insurance, maintenance and PMI are examples, not quotes.

THE LONG VIEW

Build wealth
on purpose.

Explore what sustained investing could mean over time.

Investment projection

ILLUSTRATIVE PORTFOLIO VALUE
—

—

NowYear 5Year 10

Projection assumptions

0%12%

Nominal returns, constant contributions and monthly compounding. Excludes taxes, fees, inflation and market volatility. Your investment balance is separate from home-purchase savings and budgeted cash.