Ledger
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Dashboard
Transactions
Subscriptions
Savings
Close & Plan
Income
Date
Source
Erin
Kenwyn
Bonus / Tax Return
Other
Notes
Amount
Add
Where It Goes
Monthly Flow
Savings Commitment
Add Transaction
Date
Vendor
Category
Who
Joint
Erin
Kenwyn
Why
Need
Want
Recurring/Bill
Gift
Emergency
Other
Amount
Notes
Add
This Month —
Subscriptions — auto-populates budget for the correct month
+ Add subscription
Buckets — running total
+ Add bucket
Close This Month
1
Confirm income actuals look right (Dashboard → Income).
2
Confirm expense actuals look right (Dashboard → Where It Goes).
3
Enter what was actually moved to savings:
4
Update each bucket's current balance on the Savings tab.
Close this month
Plan Next Month
Copies fixed budget lines forward and creates the record — starts 3 days before month-end.
Start planning