Budget

Net worth
What your net worth is made of
Assets
Debts
Your widgets

Net worth over time

Accounts that didn't report on a day keep their last balance

Spent this month

Spending by month

Money out minus refunds, excluding transfers and card payments. Tap a month to see it below.

Calendar

By category

Refunds are subtracted from their category

Top places

Transactions

Tap a row to change its category, or to see what an Amazon charge paid for

    Amazon this year

    Amazon by month

    Refunds counted in the month (or year) of the original order

    ChargedRefunded
    Show as table

    By category

    What the items were, from the product names (Amazon tab only: on Spending, Amazon stays Shopping). Before refunds, which Amazon reports per order.

    Recent purchases

    Tap a purchase to see its card charge or change its category

      By month

      Tap a month to see just that month

      Transactions

        Subscriptions

        Your subscriptions

        Found = the same place charging about the same amount every week, month or year. Tap one to see its charges or hide it.

          Planned in the next 90 days
          Plan something
          Spendable now

          Can I afford it?

          Checks your spendable balance against paychecks, card bills and your plans

          Projected balance · next 90 days

          Card bills after the next one use each card's average monthly spending

          Coming up · 30 days

          Settings

          Changes save as you type

          Invested this year

          By account

          New money you put in this year, not the balance. The balance also includes past years and market gains. Buying funds, reinvesting and dividends happen inside the account, so they don't count.

          Income & goal

          Changes save as you type

          Your goals
          Where they stand
          Add a goal

          Goals

          Goals track money over time: saving up, investing extra, spending less. Put them on the Overview with "+ Add a widget" → Your goals.

          Retire at about

          Compare lifestyles

          Money invested by age. Each line grows while you work; the dot is when you'd have enough to retire, and after it you're living off the money. Tap a lifestyle to see it above.

          Lifestyles

          What a month costs in each. Tap one to change it, or add your own, such as different rents.

            Your numbers

            Changes save as you type. Everything is in today's dollars.

            These are estimates, not promises: real returns go up and down year to year, and a bad stretch right after you retire hurts most. Taxes aren't included.

            Your biggest purchases

            Was it worth it?

            Biggest first. Amazon orders are split into their items, and returns are taken off. Pick an answer and leave a note to look back on later, or leave a purchase out.

            Dates you were away Everything bought during these dates is left out
              Across all accounts

              Payment schedule

              Card bills and paychecks for the next 6 weeks, with what's left in your spendable account after each one