Filters
Totals, chart, CSV and Print/PDF use all matching transactions, across pages.
Net balance
Income
Expenses
Transactions
Expenses by category
Recent transactions
Monthly budget
Budget tracking uses all expenses for the chosen month, regardless of filters. Zero means no spending allowed.
Transactions
| Date | Description | Category | Type | Amount | Actions |
|---|
Reports
How to use
Manage businesses in Settings. Add income or expenses, filter records, and set monthly budgets. Export CSV or use Print/PDF to save a PDF. Reports show monthly totals for the selected year.
Records stay in this browser. Back up regularly before clearing browser data. Share buttons share only the tool link. Budget alerts appear inside this tool.