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Blended forecast combines active recurring expenses with recent variable spending trends.
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Log a new income, expense, or transfer without leaving your current screen.
Break one transaction into multiple category entries without leaving this form.
Live market rates are used automatically. Add a custom rate only when you want to override a specific currency pair with your own bank, statement, or negotiated rate.
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Use a custom pair when you need to override the live market rate for one exact conversion.
Build a reusable transaction shortcut with the account, category, amount, and description you use most often.
Labels become hashtags you can quickly attach inside notes and descriptions to organize repeated themes.
Create a rolling monthly or yearly budget for income, expenses, or savings. Each cycle resets automatically until you deactivate or delete the budget.
Pick the sender identifier, amount keyword, destination account, and category matching rules that should be applied when a matching SMS arrives.
Test your current SMS Import Rules against a simulated SMS. If a rule matches, the transaction will be queued automatically just like a real incoming message.
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