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Overview
Transactions
Funds
Analytics
Settings
Accounts
$0
👁
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$0 liquid
Safe to Spend
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$0
Money without a job
7d
30d
90d
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Incoming
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Add Expected Payment
Recurring Expenses
AUTO
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Add Recurring Expense
Recurring Income
AUTO
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Add Recurring Income
Log Transaction
Expense
Income
Description
Amount
Date
Account
Category
General
Food
Shopping
Transport
Bills
Health
Entertainment
Travel
Work / Income
Other
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— None —
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All
Expenses
Income
Auto
Funds
Unallocated $0
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This Month
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Income vs Expenses
Last 6 months
Spending Breakdown
By category
Net Worth
Total across all accounts
Compared to last month
By category
Category Budgets
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Set a budget
Export
↓
Export as CSV
All transactions — open in Excel or Numbers
↓
Export Full Backup
JSON backup — balances, transactions, recurring, everything
Import
↑
Import Bank CSV
Statement export from Butterfield, Regions, anywhere — adds transactions
↑
Load Bermuda Budget
Sets category caps from your monthly plan — editable after
↑
Restore from Backup
Import a JSON backup file — replaces current data
Danger Zone
✕
Clear All Data
Permanently delete everything and reset — export first
About
Data is stored locally in your browser. Export a backup regularly to avoid data loss. For best results use the same browser on the same device.
Edit Account
Account Name
Balance
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Expected Payment
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Amount
Expected Date
Deposit To
Main
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Cash
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Recurring Expense
Name
Amount
Frequency
Weekly
Monthly
Yearly
Day of Month
Category
Bills
Food
Shopping
Transport
Health
Entertainment
Travel
General
Other
Deduct From
Main
Secondary
Cash
Start Date (first charge)
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Recurring Income
Name
Amount
Day of Month
Deposit To
Main
Secondary
Cash
Start Date (first payment)
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Edit Transaction
Description
Amount
Date
Account
Category
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Edit Expected Payment
Label
Amount
Expected Date
Deposit To
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Edit Recurring Expense
Name
Amount
Frequency
Weekly
Monthly
Yearly
Day of Month
Category
Bills
Food
Shopping
Transport
Health
Entertainment
Travel
General
Other
Deduct From
Start Date
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Edit Recurring Income
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Amount
Day of Month
Deposit To
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New Fund
Fund Name
Amount Set Aside
Target (optional)
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Import bank CSV
Into which account
Date column
Description column
Amount format
One signed column (-50.00 / 50.00)
Separate debit and credit columns
Amount column
Debit (money out)
Credit (money in)
Default category
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Importing does not change your account balance. Update it yourself to match the bank.
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Set a budget
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Monthly limit
You've averaged
$0
a month here over the last 3 months.
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Add Unallocated Money
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Amount
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