Screenshots

Index Page

Main landing page.

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Reconcile Transactions with OFX

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

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Drag-and-Drop Reconciling

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

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Pay Periods View

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

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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).

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Budgets

List all budgets, along with graphs of spending per budget, per payperiod and per month.

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Single Budget View

Budget detail modal to view and edit a budget.

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Transactions View

Shows all manually-entered transactions.

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Transaction Detail

Transaction detail modal to view and edit a transaction.

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Accounts View

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Account Details

Details of a single account.

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OFX Transactions

Shows transactions imported from OFX statements.

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Scheduled Transactions

List all scheduled transactions (active and inactive).

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Specific Date Scheduled Transaction

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

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Monthly Scheduled Transaction

Scheduled transactions can occur monthly on a given date.

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Number Per-Period Scheduled Transactions

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

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Fuel Log

Vehicle fuel log and fuel economy tracking.

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Project Tracking

Track projects and their cost.

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Projects - Bill of Materials

Track individual items/materials for projects.

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Credit Card Payoff Calculations

Credit card payoff calculations based on a variety of payment methods, with configurable payment increases over time or one-time additional payment amounts.

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