✅ The Checklist
Your step-by-step path to financial freedom — check off each step as you complete it, and fill in your target dates.
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💡 The Plan!
What are your goals this year? What would you love to do or see? Write it down — and see what happens.
"A goal without a plan is just a wish." — Antoine de Saint-Exupéry
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Upload transactions
Drop a CSV, QFX, or QBO file, then tell us which account (and optionally which budget) it belongs to.
Drop CSV, QFX, or QBO files here or click to browse
Supports Chase, BofA, Citi, Wells Fargo, most credit unions, and most bank/card exports
CSV — CC accounts: positive = purchase · Checking/savings: positive = deposit, negative = expense. (QFX/QBO files already say which way each transaction goes, so this doesn't apply to them.)
Review
Tab=next · Enter=approve · Shift+click=range select · /=search
| Date | Account | Description | Amount | Budget | Subcategory | Status | Card User | Memo |
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Budget
Savings Buckets
Bills
See what's due and when — recurring bills only need to be entered once.
Debt Calculators
Simple, fill-in-the-blank payoff calculators.
Net Worth
Track your Net Worth quarterly and watch your money grow!
Global Search
Search all transactions across every account and budget.
| Date | Account | Description | Amount | Budget | Category | Memo | Status |
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Reconciliation
Compare approved totals against expected account balances.
Settings
Accounts, rules, audit trail, and data.