How to use

• Add each bank, cash, credit card, or investment account with its current balance.
• Log every transaction as it happens and assign its Category and Account.
• Set a Budget for each category at the beginning of every month.
• Review Subscriptions quarterly and cancel anything you no longer use.

What’s inside

• Accounts
• Budgets
• Transactions
• Subscriptions
• Savings Goals

Tips

• Change the number format from dollar to your currency in every Amount property.
• Log transactions immediately so budget totals stay accurate.
• Review active subscriptions and savings progress regularly.