Budget Overview
Monthly financial picture
Spending by category
Income vs Expenses
50 / 30 / 20 Rule Tracker
Score & Planning
How well you executed your financial plan
Score breakdown
Score history
Plan vs Actual — This month
Improvement tips
Income Sources
All your earnings
Sources
Expenses
Track your monthly spending
All expenses
Spending Limits
Set monthly limits per category to stay on track
Category limits vs actual spend
Edit limit to auto-save
Limit utilization
Overall budget health
Database & Sync
Save your planner locally and sync it to Supabase when connected
Supabase connection
Supabase Project URL is prefilled. Click Connect, then Save to Cloud or Load from Cloud.
The app uses anonymous Supabase Auth so each browser profile gets its own protected row when RLS is enabled.
Local browser database
Local save is active.
Local data stays in this browser. Cloud sync is prefilled with your Supabase Project URL and still needs the SQL table below.
Excel / CSV import
Upload an Excel or CSV file with income and expense rows.
Recommended columns: date, name, amount, and either type for income or category for expenses. CSV files can include a kind column with Income or Expense. Excel files can use separate sheets named Income and Expenses.
Imported rows are added to your existing entries with their entry dates, then saved locally. Use Save to Cloud after import, or leave auto-sync enabled.
Supabase SQL setup
Run this once in your Supabase SQL editor, and enable Anonymous Sign-Ins in Authentication settings.
Retirement Planner
Model your path to financial independence
Your details
Assumptions
Portfolio growth projection
Savings recommendation