Your month, from plan to backup

Plan the month. Track what happens. Close with confidence.

Move from your plan to real transactions and reports without losing track of what each total means.

Read the task guide See every screen

Home showing the current month, items that need attention, planned and actual totals, and a chart with exact values.

Six stages

Follow one dependable sequence without forcing every month to look the same.

Set up accounts and recurring items

Add the balances you reconcile and save paychecks, bills, subscriptions, plans, and card payments by type and account.

Build this month

Create or clone the month, generate the recurring backbone, and add the one-off plan items that apply.

Bring in real activity

Record transactions manually or preview a CSV import. After you confirm an account activity import, it can finish in the background before you match activity to the plan.

Reconcile and report

Compare what you planned with what happened, check the balances you trust, and open the transactions behind any chart.

Close the month

Review the totals and transactions you are about to lock in, then close the month when everything looks right.

Back up and recover

Start a protected Backup v2 export, preview what a restore would change, and let confirmed work continue in the background while its progress is saved.

Choose the right view

Use the view that matches the decision in front of you.

Monthly view with Budget, Breakdown, Plan and Edit, filters, and planned-versus-actual totals. — Monthly viewBuild and review the same month through the view that fits the question.

Activity history showing each transaction, its account, whether it matches the plan, its amount, and ways to correct it. — ActivityMatch real transactions to the plan and keep a clear correction history.

Report details comparing totals saved at close with transactions added later. — Behind each totalCompare what was saved at close with transactions added later.

What each view answers

Find the answer without losing your place in the month.

Home

What needs my attention today, and where should I go next?

Plan

Which month should I open, clone, or create, and how do planned and actual totals compare?

Activity

Which real transactions are matched, unmatched, imported, manual, or waiting for an explicit correction?

Accounts

Do these balances match my statements, what changed, and what will planned spending leave?

Reports

How did the month compare with my plan, and which transactions make up this total?

Month close

Is every important transaction accounted for, and am I ready to lock this month?

Backup & Restore

What will this backup save, what would a restore change, and how could I undo a mistake?

Use the full guide while you work through the first month.

It covers planning, transaction matching, balance checks, reports with exact values, closing the month, and backups.

Open monthly workflow docs Check whether it fits