Workspace

Month

Overview

Current Budget Allocation

Live allocation view

Budget Allocation
Forecast outlook
—
Projected month-end result
Budget pressure
—
Budget use vs. expected pace
Subscriptions due
—
Still due this month
Action focus
—
Recommended focus area
What changed

Month briefing

Current month
Forecast—Updates when this month has enough data.
Spending pace—Updates when this month has enough data.
Subscriptions—Updates when this month has enough data.
Insight cards

Prioritize your insight cards

Insight cards can be rearranged through drag and drop. Click to restore the default order.

Income

Track money coming in this month.

Money You Keep

Track savings and investments reserved from income.