Overview
Balance
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Income
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Expenses
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Transactions
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Spending by category
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Monthly cash flow
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Transactions
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Recurring
Add recurring transaction
Your recurring items
Settings
Sheet column structure
A — Date | 02/16/2026 | MM/DD/YYYY |
B — Description | Chipotle | Free text |
C — Category | Food Restaurants | From your groups below |
D — Type | Expense | Expense or Income |
E — Amount | 11.17 | Positive number |
F — Person | Anthony | Anthony, Pocha, or Shared |
G — Time | 14:32:10 | HH:MM:SS |
H — Recurring | TRUE | Auto-set |
Category groups
Groups organise your categories in the transaction form and filters. Rename groups, move categories between groups, or add new ones.
Update category tag
Replace one category with another across all matching transactions.
One-time duplicate cleanup
Find transactions with the same date and amount. Preview duplicates, then delete the extras.