Monthly spend
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Dashboard
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Use the controls below to add expenses, set budgets, and generate reports.
Transactions
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This month
Role
guest
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Top category
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Insights
Spent by category
This month
Spend
- No category data loaded yet.
Control
Budget vs actual
| Category | Budget | Spent | Remaining | Status |
|---|---|---|---|---|
| No budget data loaded yet. | ||||
Activity
Recent transactions
| Date | Category | Amount | Notes |
|---|---|---|---|
| No recent transactions loaded yet. | |||
Workspace
Controls
Add expenses, set budgets, generate reports, and manage categories without leaving the dashboard.
Expenses
Add expense
Your expenses will show here after you load them.
| ID | Date | Category | Amount | Notes | Actions |
|---|---|---|---|---|---|
| No expenses loaded yet. | |||||
Budgets
Set budget
Set a limit for a category and load it below.
| ID | Category | Limit | Period | Start | Actions |
|---|---|---|---|---|---|
| No budgets loaded yet. | |||||
Reports
Generate report
Generate a report for a date range, then load it below.
| Report | Key numbers | Breakdown | Details |
|---|---|---|---|
| No reports loaded yet. | |||