Built for everyday budgeting
From budgets and categories to transactions and summaries — keep your finances organized in one workflow.
Create and manage budgets
Set up budgets for the categories that matter to you — such as groceries, rent, utilities, transport, or entertainment. Define spending limits and keep your monthly plan visible as you go.
Monthly finance planner provides a clear workspace where you can see active budgets, progress toward limits, and how your spending compares to what you planned.
Track income and expenses
Record income and expenses as they happen. Assign each entry to a category so your spending stays organized instead of scattered across notes, messages, or spreadsheets.
This helps you maintain an accurate picture of money coming in and going out over time.
Organize with categories
Use categories to group related transactions and budgets. Whether you prefer a simple setup or more detailed tracking, categories help you understand spending patterns at a glance.
See your month at a glance
View an overview of your current month — including income, expenses, and budget progress — so you can quickly tell whether you are on track or need to adjust.
A clear monthly summary makes it easier to spot trends before they become surprises.
Monitor budget progress
As you add transactions, Monthly finance planner helps you see how much of each budget you have used and how much remains. This makes it easier to pace spending throughout the month.
Keep transaction history
Your recorded income and expenses are kept in one place. Review past entries, see what was spent in each category, and refer back to previous activity when you need context.
Recurring transactions
For regular bills, subscriptions, or income, you can set up recurring entries to reduce manual work and keep recurring items visible in your budget workflow.
Summary and reports
Review summaries that bring together your budgets, categories, and transaction activity. Reports can help you understand spending over a period and communicate your finances more clearly when needed.
Designed for iPhone and iPad
Monthly finance planner is designed for use on iPhone and iPad, so you can check budgets and add transactions when it suits you.
On iPad, the larger screen provides more room to review categories, browse transaction history, and compare budgets side by side.