Today
Transactions
To review
Bills & subscriptions
Your bills
Balances & debts
Where your money is
Analytics
Planning tools
Chart of accounts
+ Add an account
Add an account
Tax computation
Statements
Month close
Bank reconciliation
Compare your book balance against a real bank/e-wallet statement, and check off entries as verified.
Period lock
Once you've reconciled a period, lock it — entries dated on or before the lock date can no longer be edited, deleted, or backdated into. Keeps your books honest, audit-style.
Audit Trail last 40 actions
Every edit, delete, restore, lock, and clear is logged automatically. A snapshot is taken before your first edit each day (kept 7 days) — rows from the last 7 days show a Restore button to roll back to that point.
Settings
Preferences & Tools
Backup & restore
One file with your journal and every setting (budgets, goals, tax, recurring rules, credit details, custom accounts, period lock). Keep a copy somewhere other than this database.
Merchant rules
When a description contains the text below, the entry is filed under that category — in CSV imports and in quick add. The longest match wins.
Your rules
Advanced — database connection and clearing data
Connect Database (Supabase) — real cross-device sync, no Claude required
Once connected, this same file works from any device/browser — the data lives in your own free Supabase project, not tied to this browser or a Claude session. Run the SQL Claude gave you first, then paste your Project URL and anon/public key below.