Budget

Create and set up your budget

Set up your budget in three steps: your income for the period, your savings goal, and a summary to confirm.

Your spending analysis

What the Analytics tab shows, how to change the period, see the detail by category, store or brand, and what Pro adds.

Category goals

Split your monthly budget across your store categories and see how much you have spent in each one.

Create your own categories

Create, edit and delete your store and product categories, assign them to your receipts and see them in your analysis and your goals.

Keep your personal and work spending apart

Turn on your business profile, mark each receipt as personal or business and see each side on its own in your receipts, your analysis, your budget and your exports.

Customize your Excel

Export your receipts to Excel choosing the sheets and columns, with presets and an analytics sheet with charts.

Download your receipt PDFs in one go

Download the PDFs of every receipt in a period at once, together with your Excel, from Export to Excel.