This month
Pinned
Nothing pinned yet -- pin an envelope from the Budget tab to see it here.
Current goal
No categories yet. Add one to start assigning money.
Account register
| Date | Payee | Envelope | Account | Memo | Amount | Cleared |
|---|
No transactions yet.
Bills
No bills yet.
Spending
No spending recorded yet.
Cash Flow
| Date | Item | Amount | Balance after |
|---|
Nothing projected in the next 45 days -- give a bill a known amount and due date, or add an expected income event, to see a timeline here.
Bankruptcy plan payments
$0.00 paid to dateWithheld from a paycheck before it ever reaches an account, so it's tracked here for your own record only -- never counted against any account balance, Ready to Assign, or the timeline above.
| Date | Note | Amount |
|---|
No payments logged yet.
Settings
Signed in
Accounts
A tracking account (a 401k, a mortgage balance) holds a real running total but isn't spendable cash -- check it and its own balance stops counting toward Ready to Assign, on this account and every other tab that reads it. The opening balance is what an account already held before you started tracking it here -- entered once, as an inflow (or, for a credit balance already owed, an outflow) with no envelope, the same as any other transaction. It counts toward Ready to Assign exactly like income does (unless the account is a tracking account), and shows in the Register as "Starting balance." For a loan, credit card, line of credit, HELOC, or mortgage, enter what's owed as a plain positive number -- it's always stored as negative for these types (money owed, never money on hand), so there's no minus sign to remember. Uncheck "Show in register" to keep an account's balance here (and on Cash Flow) while its own transactions stop appearing in the Register -- it still posts new ones there just fine, they just won't clutter the list afterward.
| Account | Type | Current balance | Tracking account | Show in register | Opening balance | As of |
|---|
No accounts yet -- add one on the Register tab.
Test data
Replaces every account, envelope, bill, and transaction in this test site's own database with a fresh, read-only copy of production's -- production is never written to. Whatever test-only data is currently here (accounts, transactions, anything made up for a test pass) is wiped first.