Welcome back 👋
Your financial overview
Monthly Income
$0
0 sources
Spent This Month
$0
0% of budget
Remaining Budget
$0
–
Total Debt
$0
0 accounts
Spending by CategoryView ledger →
$0 spent$0 budget
Debt Payoff ProgressView snowball →
Recent TransactionsView all →
| Date | Description | Category | Amount | Status |
|---|
Budget
Monthly income and spending categories
March 2026
0%
SPENT
$0
Income
$0
Budgeted
$0
Spent
$0
Remaining
$0
Unbudgeted
$0
Net Saved
$0/mo
Savings Goals+ Goal
Transaction Ledger
Track every dollar in and out
Income
$0
0 txns
Expenses
$0
0 txns
Net
$0
–
Transactions
0
–
Avg Daily
$0
expenses/day
Snowball Payoff Calculator
Choose your strategy and crush your debt
Total Debt
$0
0 accounts
Monthly Payment
$0
minimums only
Debt-Free In
—
add debts to calculate
Interest Saved
$0
vs. minimums only
Strategy & Debts
Extra Monthly Payment$0
Your Debts
🌨️
Add your debts to start
Your payoff plan, comparison, and schedule will appear here.
Custom Fields
Extend transactions with your own data fields
Active Fields
| Field Name | Type | Module | Required | Actions |
|---|---|---|---|---|
| Vendor Tag | Text | Ledger | Yes | Edit |
| Receipt URL | URL | Ledger | No | Edit |
| Budget Period | Dropdown | Budget | Yes | Edit |
Notifications
Configure alerts and reminders
Alert Rules
Budget Threshold Alert
Notify when spending exceeds 80% of category
Bill Due Reminder
Alert 3 days before scheduled payments
Large Transaction Alert
Flag transactions over $500
Monthly Summary Email
Send report on the 1st of each month
Debt Payoff Milestone
Celebrate when a debt is fully paid
Delivery Channels
Email (Microsoft 365)
Not connected
Browser Push
In-app notifications
Microsoft Teams
Not connected
Recent Alerts
Groceries at 79% of budget
$237 of $300 used this month
Car payment due in 3 days
$285 due March 20
API Connections
Connect external services to sync data
Connected
Microsoft OneDrive
Data storage via your M365 account
🏦Setup
Plaid Bank Sync
Connect your bank & credit cards
📊Setup
Microsoft Excel
Export budgets to Excel Online
📧Setup
Outlook Calendar
Add payment due dates to calendar
📁Manual
CSV Import / Export
Download your transaction data
🔗Dev
Webhook
Push events to any endpoint
Reports
Generate and export financial summaries
Monthly Summary
Income vs. spending by category for any month
PDF Excel Email
Year-to-Date Trends
Spending trends, savings rate, and category growth
Charts PDF
Debt Payoff Projection
Snowball vs. avalanche timeline comparison
Projection Timeline
Transaction Export
Export all transactions with custom fields
CSV Excel
Settings
Connect Microsoft 365 and configure your app
Microsoft 365 Connection
To enable Microsoft 365 login and store data in your OneDrive, you need a free Azure App Registration (5 minutes). Follow the steps below.
1. Go to portal.azure.com → sign in with your M365 account
2. Navigate to Azure Active Directory → App Registrations → New Registration
3. Name it MyBudget, set redirect URI to this app's URL
4. Copy your Client ID and Tenant ID and paste below
5. Enable API permissions: Files.ReadWrite · User.Read
2. Navigate to Azure Active Directory → App Registrations → New Registration
3. Name it MyBudget, set redirect URI to this app's URL
4. Copy your Client ID and Tenant ID and paste below
5. Enable API permissions: Files.ReadWrite · User.Read
App Preferences
Data & Storage
Auto-backup to OneDrive
Save a backup every Sunday at midnight
Local browser cache
Keep data available offline
Bank Sync
Connect your banks and credit cards via Plaid
Plaid Configuration
SANDBOX
Plaid connects your banks and credit cards so transactions import automatically. Enter your Plaid keys below. Use Sandbox for testing, switch to Production once Plaid approves your app.
1. Sign up free at dashboard.plaid.com
2. Create a new app — note your Client ID and Secret
3. Start in Sandbox to test with fake bank credentials
4. Submit for Production access when ready for real banks
5. When approved, paste your Production secret below and switch the environment
2. Create a new app — note your Client ID and Secret
3. Start in Sandbox to test with fake bank credentials
4. Submit for Production access when ready for real banks
5. When approved, paste your Production secret below and switch the environment
Sync History