{{ errorDashboard }}
Income
{{ formatCurrency(dashboardData.income) }}
Expenses
{{ formatCurrency(dashboardData.expenses) }}
Net {{ formatCurrency(dashboardData.net) }}
Cash Starting Balance
{{ formatCurrency(dashboardData.cashStarting) }}
Cash Ending Balance
{{ formatCurrency(dashboardData.cashEnding) }}
Cash Change {{ formatCurrency(dashboardData.cashEnding - dashboardData.cashStarting) }}
Credit Starting Balance
{{ formatCurrency(dashboardData.creditStarting) }}
Credit Ending Balance
{{ formatCurrency(dashboardData.creditEnding) }}
Credit Change {{ formatCurrency(dashboardData.creditEnding - dashboardData.creditStarting) }}
Accounts Over Time
{{ month }}
Bal
Net
{{ acct.account }}
{{ formatCurrency(md.balance) }}
{{ formatCurrency(md.net) }}
Cash Total
{{ formatCurrency(md.balance) }}
{{ formatCurrency(md.net) }}
{{ acct.account }}
{{ formatCurrency(md.balance) }}
{{ formatCurrency(md.net) }}
Credit Total
{{ formatCurrency(md.balance) }}
{{ formatCurrency(md.net) }}
Overall Total
{{ formatCurrency(md.balance) }}
{{ formatCurrency(md.net) }}
Budget
Income
Category
Subcategory
Amount
% of Budget
{{ item.categoryName }} {{ item.subcategory || '—' }}
{{ formatCurrency(item.amount) }}
{{ ((item.pctOfBudget || 0) * 100).toFixed(0) }}% of {{ formatCurrency(item.budget_amount) }}
—
No income categories for this period
Expenses
Category
Subcategory
Amount
% of Budget
{{ item.categoryName }} {{ item.subcategory || '—' }}
{{ formatCurrency(item.amount) }}
{{ ((item.pctOfBudget || 0) * 100).toFixed(0) }}% of {{ formatCurrency(item.budget_amount) }}
—
No expense categories for this period
Income
{{ formatCurrency(txTotals.income) }}
Expenses
{{ formatCurrency(txTotals.expenses) }}
Net
{{ formatCurrency(txTotals.net) }}
{{ errorTransactionsTab }}
{{ showAddTransactionForm ? 'Cancel' : '+ Add Transaction' }}
Import CSV
{{ selectedTransactionIds.length }} selected
Set Category...
Reset to Auto-Detect
{{ cat.fullName }}
Delete Selected
Clear
{{ showAddCategoryForm ? 'Cancel' : '+ Add Category' }}
Import CSV
{{ errorCategoriesTab }}
{{ selectedCategoryIds.length }} selected
Delete Selected
Clear Selection
Income
Expenses
{{ showAddRuleForm ? 'Cancel' : '+ Add Rule' }}
Import CSV
{{ errorRulesTab }}
{{ selectedRuleIds.length }} selected
Delete Selected
Clear Selection
Ask me anything about your budget — spending summaries, create transactions, set up categories, manage rules, and more.
{{ msg.role === 'user' ? 'You' : (msg.role === 'status' ? '' : 'AI') }}
{{ aiPending.sql }}
Parameters: {{ JSON.stringify(aiPending.params) }}
Approve
Deny
{{ aiAttachment.name }}
×
Account Types
Designate each account as a cash account or credit card.
Account
Type
{{ acct }}
Not set
Cash
Credit Card
No accounts found. Import some transactions first.
Import / Export Data
Import or download your data as CSV files.
📋
Transactions
Export all transactions including date, description, amount, account, and category.
Export CSV
🏷️
Categories
Export all categories including name, type, and budget amount.
Export CSV
📐
Rules
Export all categorization rules including keyword, category, and notes.
Export CSV
⚙
Settings
Import or export application settings as key-value pairs.
Export CSV
Import CSV
{{ exportSuccess }}
{{ exportError }}
Change Password