Budgets shown for current month. Editing here updates this month only.

This month

Update at the start of each month. Rollover carries budgets forward when you close a month.

Month rollover

Closes this month and opens next month. Budgets carry forward; unused balance rolls into categories flagged for rollover.

Vendor rules

If a note contains "HEB", auto-tag as Groceries. Match is case-insensitive substring.

Export

Session