Search transactions, categories, bills, or jump to…⌘K
EXAMPLE DATA Every name, balance and amount on this screen is a made-up sample for the concept. No real accounts are connected.
Good afternoon, Adam
Thursday, Oct 15 · 4 bills due in the next 7 days
WeekMonthQuarterYear
Total cash · all accounts (sample)
$24,180.52
↑ $9,400.00 in↓ $6,912.37 outlast 30 days
On plan
Month spend 71% of budget
Sep 15Sep 22Sep 29Oct 6Oct 15
Spending by category · October
+ Add categoryRecent transactions
View all| Date | Merchant | Category | Account | Amount |
|---|
Accounts
ManageChecking ••01
$8,240.18
Example Bank · primary
sample
Savings ••02
$15,940.34
Example Bank · reserve
sample
Credit card ••03
−$1,206.40
Example Card · due Oct 28
sample
Upcoming · 7 days
All billsMortgage (sample)
Home · Oct 17
$1,850.00
Tuition installment (sample)
College · Oct 20
$1,200.00
Electric (sample)
Home · Oct 21
$142.00
Phone plan (sample)
Personal · Oct 22
$85.00
Apps
Spend table
Vendors—
Monthly budget—
Actual this month—
Home, budget, and billing cycle stay blank until you set them. Actuals sum matched bank charges for October 2026.
EXAMPLE DATA Sample category detail. Amounts, merchants and budgets are invented for the mockup.
Today / Spending categories /
Monthly spend vs budget
6 mo12 moSchool year
Transactions in this category
Export CSV| Date | Merchant | Subcategory | Status | Amount |
|---|
Subcategories
+ AddAuto-categorize rules
+ RuleGuardrail
ArmedAny single charge over $500 (sample), or a month projected over budget, is flagged on this category before it's marked reviewed.
EXAMPLE DATA Sample transactions only. Merchants and amounts are invented.
Transactions
Home is the business or app. Vendor links a charge to Apps. A manual label overrides match rules. These sample rows do not count toward Apps actuals.
| Date | Merchant | Category | Account | Home | Vendor | Status | Amount |
|---|
NO AMOUNTS YET These vendor names are the starting list. Home, budget, billing cycle, and actuals stay blank until you set them or a bank import matches a charge. Edits stay in this browser only.
Apps
Monthly AI and app dependency spend
Monthly spend
| Vendor | Category | Home | Monthly budget | Actual this month | Variance | Billing cycle | Status |
|---|---|---|---|---|---|---|---|
| Loading vendors… | |||||||
Match rules
Ready for Plaid or TellerAn imported charge gets a vendor, and a home when the rule has one. The first match wins. Rules you add in this browser are checked before the starter list. Relabel a row on Transactions to override a rule. Actual this month adds matched charges for the open month. Sample transactions on that screen stay out of the total. No bank login is stored here.
| When | Pattern | Vendor | Home |
|---|
Planned for a later pass of the concept.
Not in this MVP