Budgeting that explains what the month can support.
Track spending targets, transactions, categories, and safe-to-spend in one place before connecting the month to larger financial plans.
Projections are based on visible inputs. Budgeting and Financial Plans require Pro or an active trial.
Budget preview
Example data shown for context
Safe-to-spend
$428.76
Available for the rest of the month
Dining
$87.33
Over pace against the current target
Accounts
$12,840
Grouped balances stay clear
What this unlocks
Ledger first
Transactions stay dense, searchable, and categorized.
Targets in context
Spending targets show what is at risk without crowding the ledger.
Connected planning
Budget changes can flow into goals once the account is connected.