Dashboard
Uploads append into the stored dataset and ignore simple duplicates using date, amount, details, merchant, and account matching.
Transactions
434
Open transaction JSON
Needs review
59
Resolve categorisation queue
Tracked categories
30
Manage category rules
Income categories
10
Review income and spend totals
Mobile quick view
2026-04-13 to 2026-04-19
Week spend
$3,590.64
Week net
-$255.92
Budget flags
6
Upcoming bills
2
4-week projected net
$966.72
Review queue
59
- Review 59 transactions
- Check 3 budget pace flags
- Next bill: INTERNET TRANSFER Shares in 3 days
- Watch repeat spend at Priceline Pharmacy (Westfield Marion)
Family/account budget view
Switch between household totals and masked account views from local exports only. Raw account numbers are not shown, and nothing is sent to NAB or any bank.
Household budget spend
$58,792.21
434 local transactions
Household income
$66,484.16
Household net
$7,691.95
1 masked account
Needs review
59
| Household category | Spend | Transactions | Budget | Variance |
|---|---|---|---|---|
| Housing | $19,750.00 | 17 | - | - |
| Investments | $5,048.87 | 26 | - | - |
| Childcare | $4,721.36 | 15 | $1,300.00 | $3,421.36 |
| Uncategorised | $3,888.24 | 7 | - | - |
| Baby transfer | $2,800.00 | 8 | - | - |
| Insurance | $2,772.81 | 10 | $300.00 | $2,472.81 |
Account ••••4049 budget spend
$58,792.21
100.0% of household spend
Incoming
$66,484.16
Net
-$2,712.40
434 local transactions
Needs review
59
| Account ••••4049 category | Spend | Transactions | Share of household category |
|---|---|---|---|
| Housing | $19,750.00 | 17 | 100.0% |
| Investments | $5,048.87 | 26 | 100.0% |
| Childcare | $4,721.36 | 15 | 100.0% |
| Uncategorised | $3,888.24 | 7 | 100.0% |
| Baby transfer | $2,800.00 | 8 | 100.0% |
| Insurance | $2,772.81 | 10 | 100.0% |
Forecast & pace watch
From week starting 2026-04-27 · local data only
4-week projected net
$23.28
Recent cashflow history has watch flags.
8-week projected net
$46.56
Recent cashflow history has watch flags.
12-week projected net
$69.84
Recent cashflow history has watch flags.
Budget pace flags
6
Projected variance -$715.98
- Cafe & coffee: projected $193.24 vs $150.00
- Childcare: projected $1,631.89 vs $1,300.00
- Insurance: projected $814.29 vs $300.00
Spending leakage watch
2026-04-20 to 2026-04-26 · repeated small local transactions only.
Small-transaction spend
$55.61
Leakage flags
3
| Merchant | Category | Spend | Count | Change vs avg | Reason |
|---|---|---|---|---|---|
| Square | Shopping | $19.93 | 1 | $19.93 | Spend drift |
| Spread Delicatessen & Bar (Glenelg South) | Cafe & coffee | $18.20 | 1 | $18.20 | Spend drift |
| Yo-Bar (Glenelg) | Dining out | $17.48 | 1 | $17.48 | Spend drift |
Spend by category
Spend over time
Weekly incoming vs outgoing
Spend by selected category over time
Selected category: -