Financial Health Tracker
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Your Name
Financial Health Tracker
Set your monthly targets across income, expenses, and savings.
Income
Total Income
$0
Expenses
Total Expenses
$0
Savings & Investing
Total Savings & Investing
$0
Remaining
$0
Date Description Account Amount Category ✓
Tip: import a bank CSV with date, description, and amount columns (negative = expense, positive = income). Or add manually.
Category Budgeted Actual Delta % of Budget
Delta shows actual vs budget: green = under (for expenses) or over (for income); red = over budget on expenses or short on income.
Transfers excluded. Refunds subtract from the original category.

Accounts

Where your money lives. Used when importing statements or recording manual transactions. Transfers move money from one account to another and don't count in totals.

Backup

Download your full budget, categories, and transactions as a single JSON file. Save this regularly.

Restore

Upload a backup JSON file to replace your current data. This overwrites everything.

Reset All Data

Clears all transactions, categories, and budgets. Cannot be undone.