Enter your hours to see the weekly total.
Export this month as a CSV (data) or a PDF report (summary + transactions), or import expenses from a CSV (columns: name, amount, category).
Manage this on the Dashboard's Income card โ changes sync everywhere automatically.
You're using 0% of your monthly income
Recommended: keep total expenses under 70% of income to leave room for saving and goals.
Set a monthly spending limit per category. You'll see a warning badge when you're close to or over the limit.
Live exchange rates. Rates are cached for offline use. Requires an internet connection for live rates.
How is my data saved?
Everything is stored locally in your browser (localStorage). Nothing is sent to a server, so your data stays private to this device. Clearing your browser data will reset the app.
How does income work?
Use the Income card on the Dashboard. Switch between "Hourly Wage" mode (wage ร hours/week) or "Monthly Income" mode if you're paid a flat salary โ we'll calculate the rest automatically.
What's a recurring expense?
Check the "Recurring" box when adding an expense (like rent or subscriptions) and it will automatically appear in every new month going forward, so you don't have to re-enter it.
How do category budget limits work?
Set a limit per category in Budget Planner. When your spending in that category gets close to (85%+) or exceeds the limit, you'll see a warning badge on the Dashboard and Reports pages.
Does the currency converter need internet?
Yes โ it fetches live exchange rates from a public API. If you're offline, it will use the last successfully fetched rate for that currency pair if available.
How do I switch months or years?
Use the Year and Month dropdowns in the top bar. Recurring expenses automatically carry forward when you move to a new month.
What does "Clear data" do?
It opens a dialog where you pick exactly what to remove โ this month's expenses, this month's income, savings goals, budget limits, net worth accounts, or the assistant chat โ and anything you leave unticked stays. There's also a "full reset" option to wipe the whole profile. It can't be undone, so back up first if unsure (Settings โ Backup).
Is the Financial Assistant private?
Yes. It runs entirely on your device and reads the numbers you've already entered to answer your questions. Nothing you type or track is sent anywhere.