Overview
Your financial snapshot at a glance
Upcoming payments β next 30 days
| Name | Type | Amount | Due | Status |
|---|
Card utilization
| Card | Balance | Limit | Utilization | Status |
|---|
Payment calendar
Click any highlighted date for details
CC payment
Bill
Overdue
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Credit cards
All your cards in one place
Card details
Savingβ¦
Import cards from CSV
Your CSV must have these column headers (in any order):
name, last_four, balance, credit_limit, min_payment, due_date, last_activity_date, apr, rewards, category
Dates should be in YYYY-MM-DD format. Existing cards will not be duplicated β matching on card name.
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| Card name | Last 4 | Balance | Limit | Util% | Min pay | Due date | Last used | APR% | Rewards | Category |
|---|
Monthly bills
Recurring and one-time expenses
Bills
Savingβ¦
Import bills from CSV
Your CSV must have these column headers:
name, amount, due_day, category, autopay_card
due_day is the day of the month (1β31). category options: Utilities, Insurance, Subscription, Entertainment, Housing, Other.
Tab next field Enter save
| Bill name | Amount | Due day | Category | Auto-pay card | Status |
|---|
Budget
Monthly spending targets vs actuals
Tab next field Enter save
| Category | Monthly budget | Spent so far | Remaining | Progress |
|---|