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