Needs attention
Upcoming · 35 days
Recent
Insights
Where it went
Top merchants
6-month trend
● Money in● Money out
Cash-flow calendar
● spent   ● received   ● bill due
Assistant ✨
Plan
Accounts & net worth
New entries land in the default account unless you pick one. Credit cards: enter what you owe as a negative balance; paying the card = a transfer to it.
Monthly budgets
Overall monthly cap
Powers “safe to spend today” on Home.
↻ = carry over: last month's leftover is added to this month's cap (overspend is deducted).
Savings goals
Recurring & installments
Activity
Settings
🎨
Appearance
Light / dark theme
💱
Base currency
Ringgit (RM)
🔒
App lock
Ask for a PIN when the app opens
Manage
📲 In Safari: Share → Add to Home Screen to install as an app.
Categories
Renaming a category updates every past transaction, budget and rule. Deleting one that's in use archives it instead (history keeps its label).
Household
Budget together — add your partner and you'll get an invite link that signs them straight in. Everything lands in the same pot, tagged with who logged it.
Category rules
Applied to imports, receipts, and Shortcut entries that arrive without a category.
Import bank statement
AI assistant
Local LLMs: point the base URL at Ollama http://localhost:11434/v1 or LM Studio http://localhost:1234/v1 — no key. (Local endpoints only work when running the app locally.)

Quick add

Most entries arrive automatically from your iPhone Shortcut — this is for the odd manual one.
Pull to refresh
🔒
Enter your PIN