Combined Monthly Income
$—
Salary + additional
Total Budgeted
$—
Fixed + variable
Unallocated
$—
Income minus budget
Annual Savings Goal
$—
RRSP + TFSA + Emergency
👋 Set your budget month, enter salary and location to get started.
Fixed Expenses
Fixed
Fixed Total
$0
—
Savings & Goals
Variable
Variable Total
$0
—
Budget Allocation
Tag Dashboard
Total Budgeted
$—
Total Spent
$—
Under / Over
$—
% of Budget Used
—
Enter your actual spending per category. Categories mirror the Monthly Budget tab exactly — add or remove categories there.
Fixed Expenses — Actuals
Read-only categoriesFixed Spent$0
Savings & Goals — Actuals
Read-only categoriesVariable Spent$0
Final Monthly View
Budget vs Actual reconciliation — set your budget month in the sidebar.
Total Budgeted
$—
Total Spent
$—
Variance
$—
Budget Adherence
—
% within budget
| Category | Type | Budgeted | Spent | Variance | % Used |
|---|
Yearly Financial Overview
Months with a saved budget snapshot show their actual data. All others show the current budget as projection.
Annual Gross
$—
Annual Net (Est.)
$—
Annual Expenses
$—
Annual Surplus
$—
| Month | Net Income | Fixed | Variable | Total Out | Savings | Surplus | Source |
|---|
Charts & Trends
Fixed Expense Breakdown
Savings Rate Analysis
Budget vs Spent — All Categories
Full Category Budget Breakdown
Notes & Updates
Log financial updates, budget changes, goals. ⌘+Enter to submit.
0 / 1000
All Notes
Audit Trail
Every category addition, deletion, rename, month change, and system event is captured here automatically.