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Household Finance App
Accounts
No accounts yet. Add one below to start importing transactions.
Categories
No categories yet. Add some below before assigning categories to transactions or setting budget targets.
Import transactions
Match your file's columns
These are the column headers found in your file. Tell the app which one is which.
Preview
Date
Description
Amount
This is a best-effort reading of the statement. Check each row, fix anything wrong, delete anything that isn't a real transaction, and add a row for anything missed, before importing.
Date
Description
Amount
Transactions
No transactions to show.
Date
Description
Amount
Category
Recurring charges
Scans your transaction history for charges that repeat on a regular schedule -- subscriptions, memberships, bills, or anything else that happens over and over. The amount doesn't need to stay the same (a utility bill won't), so review the list and only save what you actually want tracked.
possible recurring charge(s) found
Review each one below. Uncheck anything that isn't really recurring, fix the frequency or amount if needed, then save the rest.
Description
Frequency
Amount
Range seen
Seen
Next expected
Tracked recurring charges
No recurring charges saved yet -- scan above to find some.
Description
Frequency
Amount
Next expected
Status
Upcoming bills
Bills expected soon, calculated from your tracked recurring charges and your actual transaction history -- not from a date saved once and never checked again. A bill flagged "may have changed" hasn't shown up on schedule under the description this app expects; check whether it's still charging under a different description before assuming it stopped.
Low-balance alert
Set a dollar amount. If your balance is below this, or an upcoming bill would take it below this (or below zero), you'll see a warning below.
No active recurring charges tracked yet -- add some from the Recurring charges section above to see them here.
Description
Frequency
Expected amount
Next due
Budget
Set category targets for
Category
Kind
Target amount
Overview for
Category
Target
Actual
Remaining
Free trials
Log a free trial by hand -- there's no real charge yet for the app to find on its own. Once you notice real charges starting under the same name (check the Recurring tab), come back here and mark it converted so it stops being tracked as a trial.