Screenshots¶

Index Page¶

Main landing page.

Pay Periods View¶

Summary of previous, current and upcoming pay periods, plus date selector to find a pay period.

Single Pay Period View¶

Shows a pay period (current in this example) balances (income, allocated, spent, remaining), budgets and transactions (previous/manually-entered and scheduled).

Accounts View¶

Account Details¶

Details of a single account.

OFX Transactions¶

Shows transactions imported from OFX statements.

Transactions View¶

Shows all manually-entered transactions.

Transaction Detail¶

Transaction detail modal to view and edit a transaction.

Budgets¶

List all budgets

Single Budget View¶

Budget detail modal to view and edit a budget.

Scheduled Transactions¶

List all scheduled transactions (active and inactive).

Specific Date Scheduled Transaction¶

Scheduled transactions can occur one-time on a single specific date.

Monthly Scheduled Transaction¶

Scheduled transactions can occur monthly on a given date.

Number Per-Period Scheduled Transactions¶

Scheduled transactions can occur a given number of times per pay period.

Reconcile Transactions with OFX¶

OFX Transactions reported by financial institutions can be marked as reconciled with a corresponding Transaction.

Drag-and-Drop Reconciling¶

To reconcile an OFX transaction with a Transaction, just drag and drop.