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.
Money In
$0
no income
Money Out
$0
no expenses
Net
$0
—
All Months
Month Money In Money Out Net
Detail by Category —
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.

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.

Auto-Apply Rules

Set rules that run automatically on every new import and can be applied to existing unreconciled transactions. Example: "If description contains CAPITAL ONE PAYMENT, mark as Transfer from Checking to Credit Card."

Import History

Every CSV or PDF import is tracked here. Remove an import to delete every transaction it added (manual entries are never touched).

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 Transactions Only

Clears every transaction and import history. Keeps your budget, accounts, and categories intact. Cannot be undone.

Reset All Data

Clears all transactions, import history, accounts, categories, and budgets. Cannot be undone.