Money

The cycle

Set the day your household gets paid and the month runs from there, so a cycle matches real life rather than the calendar. Anything left over can carry into the next cycle.

Income and debit orders

• Record salaries and other income, recurring or once-off, per member.
• Record debit orders with the day they go off, so they are subtracted before you plan anything else.
• Mark a scheduled expense as paid and it becomes a real entry.

Categories and spending

Set a monthly limit per category and log spending against it, by hand or by uploading a statement. Entries can be split across categories, excluded, or flagged for review.

Savings pots

Pots hold a target, a monthly contribution and an interest rate, and track deposits and withdrawals so you can see how close you are.