A simple app for tracking monthly spending and working towards financial goals. Features: Data Aggregation

Automatically sync your bank account data (accounts, transactions, balances) with SimpleFIN. Import transactions via CSV files. Manually add accounts and transactions.

Dashboard View

Dashboard to view account data at a glance

Transactions View

Organize transactions into categories and subcategories. Create custom categories to organize your transactions. Create rules that automatically update transaction fields during sync when the specified conditions are met.

Budgets View

Create monthly budgets for categories and subcategories. View aggregated budgets for multiple months. Calculate net cash flow for the month. Click on a budget to view more details such as monthly trends and associated transactions.

Goals View

Create goals to track savings or loan payoff. Estimate completion date given a monthly contribution. Estimate monthly contibution given a target completion date. Option to include interest rate in the calculations. Click on a budget to view more details such as monthly trends and associated accounts.

Trends View

Several charts to view different metrics over time. View monthly spending trends, monthly net cash flow, total assets, total liabilities, and total net worth charts.