Ledger
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Dashboard
Transactions
Subscriptions
Savings
Net Worth
Close & Plan
Income
Date
Source
Erin
Kenwyn
Bonus / Tax Return
Other
Notes
Amount
Add
Where It Goes
Add Transaction
Date
Vendor
Category
Who
Joint
Erin
Kenwyn
Why
Need
Want
Recurring/Bill
Gift
Emergency
Other
Amount
Notes
Add
Paid from savings
— Pick bucket —
This Month —
All categories
All
Joint
Erin
Kenwyn
↓ CSV
Subscriptions — auto-populates budget for the correct month
+ Add subscription
Log a Savings Move
Bucket
Note
Type
Deposit (+)
Withdrawal (−)
Amount
Log
Buckets —
total saved
+ Add bucket
Net Worth
+ Asset
+ Investment
+ Debt
Notes for
Save notes
Saved
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