dashboard
spending by category this month
budget vs actual this month
monthly spending trend last 6 months
recent transactions
| date | description | category | amount |
|---|
expenses
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| date | description | category | method | notes | amount |
|---|
investments
portfolio allocation
holdings
history
total spending — all time
category breakdown over time
savings rate over time
monthly summary
| month | total |
|---|
monthly summary table
| month | needs | wants | savings | investing | total |
|---|
setup