Monthly Finance Tracker
Use Basic for quick monthly planning, then switch to Advanced when you want richer transactions, imports, and deeper insight.
Month & Budget
Switch between months, track salary, and keep a clear view of how much of your budget has already been used.
Add Expense
Use N to jump to the name field and Escape to clear the form.
Category Breakdown
The live chart and legend update instantly so spending patterns stay easy to read.
Total spent
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No categories yet
Expenses
Edit inline, drag to reorder in manual mode, and filter by text or category without the layout collapsing.
Category Limits
Warnings appear when a category gets close to its cap or goes over.
Month History
Jump between months and compare salary, spending, and balance at a glance.
Planner Tools
Keep the quick planner simple here. Backups and file imports now live inside Advanced mode.
- Basic mode stays focused on salary, expenses, limits, and a fast monthly overview.
- Advanced mode gives you detailed transactions, backups, file imports, and editable import previews.
- Use JSON backup for full fidelity. Use CSV when you want a spreadsheet-friendly format.
Detailed Transactions
Add richer entries here when you want dates, merchant details, recurring flags, or income beyond salary.
Recent Transactions
A live running list of your detailed entries, including merchant/source and recurring markers.
Advanced Notes
Use Advanced mode when you need more than quick monthly planning.
- Transactions are for manual high-detail entry with dates, merchants, recurring flags, and income beyond salary.
- Imports now live in their own area so you can review and correct data without crowding the transaction form.
- Insights stay separate, which makes trend-checking easier once your data is in good shape.
Import Workflow
Bring in backups or unfamiliar CSV files with a calmer step-by-step flow.
1. Choose a file
Upload a JSON backup, this app's CSV, or a bank/export CSV you want to map.
2. Map columns
Match month, date, name, category, debit, credit, or amount fields.
3. Review rows
Edit preview values before anything is written into your tracker.
4. Apply import
Only confirmed rows are added into the correct months.
No file loaded
Upload a file to start the mapper.
0 preview rows
Rows become editable after column mapping.
Structured import ready
JSON backups and this app's CSV format import directly.
The mapper now understands direct amount columns as well as separate debit and credit columns. If a CSV needs a last-minute tweak, edit the preview before applying it.
Smart Import Mapper
Map the columns you have, preview the normalized rows, then import only the ones you want.
No mapper session yet. Upload a CSV from the left and the editable preview will appear here.
Full Money Breakdown
Follow your month step by step from starting salary through each income and outgoing entry. Search and filters recalculate the visible running balance so the breakdown stays meaningful.
Category Insights
A higher-detail view of spending pressure, income support, and where your month is being dominated.