Good morning 👑
RULES + INCOME + CATEGORIES v9 · full app restored
Spending by Category View all →
Net Worth Snapshot
R0
Total assets minus liabilities
Total Assets
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Total Liabilities
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Top Merchants
Monthly Burn Rate
R0
avg monthly outgoings
of estimated income
This month spend
R0
Last month spend
R0
Month variance
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Savings Rate
0%
Savings
Monthly income
R0
Monthly savings
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Quick Actions
Net Worth
Your complete financial picture
Net Worth
R0
Total Assets
R0
Total Liabilities
R0
Assets + Add
Liabilities + Add
Net Worth Trend (12 months)
Cash Flow
Income vs expenses over time
Monthly Cash Flow
Income Sources + Add
Upcoming Bills
Transactions
All transactions
| Date | Merchant | Category | Amount | Account | Tags / Note |
|---|
Budgets
Monthly spending limits by category
Set Monthly Budgets
Budget vs Actual — This Month
End-of-Month Forecast
Subscriptions
Recurring charges detected from transactions
Active Subscriptions
Auto-detected from Transactions
Takeout Tracker
Your food delivery & dining spend analysis
Top Platforms & Restaurants
What If You Cut Back?
Monthly Takeout Trend
Recent Takeout Transactions
Savings & Goals
Track your financial goals
Investments
Portfolio tracking · crypto prices not loaded
Portfolio Allocation
R0
total
Contribution History
Holdings
Business Command Center 🏢
Income from all businesses vs personal spending
Business income vs Personal spend
Income by Business (this month)
Business Income Log
AI Insights
Personalised financial intelligence
Reports
Monthly review & financial health
Financial Health Score
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/ 100
Calculating…
Monthly Review
Spending Leak Report 🔍
Import Data
Add transactions from your bank
📁
Drop CSV bank statement here
FNB · Capitec · Nedbank · ABSA · Standard Bank · Investec
PDF Bank Statement Import
Upload your bank statement PDF. Claude will read and extract all transactions automatically.
⚠ If your PDF is password protected, remove the password first at ilovepdf.com/unlock_pdf
📄
Drop PDF bank statement here
FNB · Capitec · Nedbank · ABSA · Standard Bank
Paste Statement Text
Copy rows from internet banking or PDF. One transaction per line. Format: Date, Description, Amount
Add Transaction Manually
Rules & Categories ⚙️
Teach the app your merchants, income streams, and custom categories
Merchant Rule Tester
Add Merchant Rule
User Merchant Rules
Add / Edit Categories
Income Quick Add