Monthly Finances

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Monthly
FinancesPrivate financial accounts

● Secure commercial cloud

Synced securely to your household

HOUSEHOLD OVERVIEW

Your money, clearly.

Every bill, payday and purchase in one place.

PRIVATE TO YOUR FINANCIAL LOGIN

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YOUR PRIVATE FINANCES

Ask My Finances

Speak or type a question. Answers come from your authorized accounts and the existing financial calculations.

Your question

Try asking:

Scheduled amounts are projections, not bank confirmations. Voice transcription depends on browser support; typed questions always remain available.

NEW TRANSACTION

Add expense

Financial tracker

Name Amount ($, round up) Date Type Category Is this recurring?

Advanced recurring schedule

Repeat every Interval

Days of the week

SunMonTueWedThuFriSat

Monthly occurrence

Day of monthWhen day does not exist

Which weekWhich weekday

Stop after N payments (optional) Weekend adjustment

Last payment month (optional) Your payment is included in the month selected, then disappears from the calendar and forecast starting the following month. Example: due the 12th, last month January = final payment January 12. Last payment date (optional) Includes any payment scheduled on this date. Later occurrences are omitted.

Receipt photos (optional) Upload from gallery / computerPhotos attach when you save this entry. Up to 20 per entry. Files are private to your authorized household trackers. If a scan already opened this form, its receipt is attached automatically after saving.

One-time entries count automatically on their date.

SET YOUR STARTING POINT

Starting cash balance

Enter the combined spendable balance you and your household actually had at the beginning of the selected date. Every one-time and recurring entry on or after that day is applied automatically.

Balance ($)Starting date

CORRECT A SCHEDULED PAYMENT

What should change?

Edit the amount, name, category, or date without deleting the bill. Only this specific recurring rule is affected.

CHANGE ONE RECURRING BILL / PAYCHECK

Cancel this payment?

This affects only this exact recurring entry. Other cards or bills—even those with the same name—stay unchanged.

ATTACH TO EXPENSE

Add receipt photo

Take a fresh picture or choose one already in your phone gallery. You can attach more than one to the same expense.

PRIVATE RECEIPT

Receipt

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