Tagged a transaction aligned or impulse — 1 pt each
Followed up on a problem order — 5 pts
4-week streak bonus — 20 pts
Save a weekly check-in below to start earning these.
Income
$0.00
projected $0.00
Expenses
$0.00
projected $0.00
Balance
$0.00
projected $0.00
Budget pace
— —
Pace to $4,000/month
How your actual spending compares to the fixed monthly target you and your financial planner set for retirement — separate from the category budgets below, and separate from your points board.
Retirement target
$4,000.00
per month, set with your planner
Spent this month
$0.00
day 0 of 0
Projected month-end
$0.00
Historical average
—
not enough history yet
— —
Weekly check-in
Every Sunday (or whenever you get to it), a quick look back: what you got done, your win, a surprise, and a decision you made. This is also where your points start counting.
Spending by category
Category
Projected
Actual
Where it went
Net worth over time
Transactions this month
Date
Description
Category
Account
Amount
Add a transaction
Import from bank / credit card CSV
Export a CSV from your bank or credit card, then choose it here.