Dashboard

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Monthly Tracking

Income Management

Add Income

All Transactions

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Add Transaction

Recent Transactions

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💰 Savings-Funded Spending

Add Savings-Funded Expense

Savings-Funded Expenses

💼 Work Expenses & Reimbursement

Add Work Expense

Work Expenses

Import Transactions

Import from CSV

Upload a CSV file with your transactions. The file should include columns for date, amount, account, and description at minimum.

If your CSV doesn't have a budget_month column, all transactions will use this month or fall back to their transaction date month.

📋 CSV Format Guide

Required columns:

  • date - Transaction date (YYYY-MM-DD or DD/MM/YY)
  • amount - Transaction amount (can include $ and commas)
  • account - Account name

Optional columns:

  • memo or description - Transaction description
  • allocation or category - Budget item allocation
  • budget_month - Which budget month to assign (YYYY-MM)

Example:
date,amount,account,memo,allocation
2025-12-01,-45.50,Everyday,Countdown groceries,Food

Analytics

Budgets

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🏦 Rabo Account Balance Tracker

⚙️ Settings & Data Management

📅 Budget Month Date Ranges

Set custom start and end dates for each budget month. Click a year to see months, then click a month to configure.

💡 Tip: If you get paid mid-month, set your budget month to run from payday to payday (e.g., 15th Jan → 14th Feb)

Export & Import

Backup your data or transfer it to another device.

⚡ Quick Budget Setup from Google Sheets

Copy your Account Transfers table from Google Sheets and paste here to instantly set all monthly budgets.

Budget Templates

Export or import just your budget configuration (without transactions/income).

⚠️ Danger Zone

Permanently delete all your data. This cannot be undone!

About

Budget Manager v1.0
Personal finance tracking application
Data stored locally in your browser