How-to guide

How to Replace Excel for Budgeting

  1. Set category budgets manually or tap Suggest from spending for averages.
  2. Pace markers show expected spend based on day of month.
  3. Adjust inline; dashboard and reports update live.

Feature detail: Budget Planner · Help article

FAQ

Frequently asked questions

How to Replace Excel for Budgeting?
Set category budgets manually or tap Suggest from spending for averages. Pace markers show expected spend based on day of month. Adjust inline; dashboard and reports update live.

Your finances, as a smart spreadsheet.

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.

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