Ribbon width = dollars. Pay and fixed expenses use the dated entries in ⚙ for the month shown. XRA is excluded.
| Date ↕ | Vendor ↕ | Category ↕ | Amount ↕ | Tags |
|---|
AMEX, Chase, or any bank export — drag one or many
Files are read in your browser only. Duplicates auto-detected. Vendor memory auto-applies your saved category corrections.
Save new statements to Inbox. Drag into app. After processing, tap "Mark archived" and move the file to the matching month folder.
Group transactions around dates (a trip, a birthday, Christmas) to see what the event really cost. Categories don’t change.
Counts transactions tagged LWE that are not tagged Reimbursable or XRA. Each is placed on a Schedule C line by category and vendor keywords; override any one in the Ledger (open the row → Tax line). This is a bookkeeping aid, not tax advice — confirm line choices and deductibility (meals, vehicle, home office) with your CPA.
Save your data so it survives a new computer or browser. Two options — use both for maximum safety.
💡 Habit tip: after each statement submission, tap "Save portable app.html" and drop it in iCloud Drive / Google Drive. That file is your complete app + data in one place.
Tap Restore to bring a cancelled subscription back into the forecast.
Wipes all transactions and the dedup log so you can re-import clean. Your vendor memory, planned items, cancelled subscriptions, and any saved backup files are kept.
Only one account can receive each. Income you post in the ledger can also be linked to an account from its edit row.
Your question and a summary of your data are ready. Copy it, open Claude, and paste. Nothing is sent anywhere until you paste it.
Nothing is saved until you confirm. You can undo an import afterwards from History.
Each row applies from its start month until the next row. Got a raise? Add a new row — earlier months keep their old figure. Blank month = since the beginning.
Mortgage/rent, car note, insurance, bank-draft utilities. Set a start (and end, if it stops) so history stays accurate.
Demo mode rewrites every dollar amount into scrambled foreign-currency figures so you can show the app. Charts and proportions stay real. Tip: triple-tap the app title to switch it on quickly.
Moonlighting income is posted from the Ledger with ＋ Add transaction.
This wipes all imported transactions and the dedup history so you can re-import clean.
Kept: vendor memory, planned items, cancelled subscriptions, backup files.
Removed: all transactions, submission history, duplicate log.
Make sure you have a backup before continuing.
How would you like to remove this recurring forecast?