Web guide

One record, your complete budget picture

Every income or expense record updates accounts, the six jars, and reports from one source of truth.

Why transactions are the foundation

Record once, use it everywhere

Recorded account balances, jar usage, and reports all update from the same entry.

Personal or Household scope controls who can see the record and which plan receives it.

Its category routes spending into the right jar and CPI group so you can see where money goes.

Open the feature and start building your budget history with your own data.