Budget Board

A simple app for tracking monthly spending and working towards financial goals.

Features:

Data Aggregation

• Automatically sync your bank account data (accounts, transactions, balances) with SimpleFIN.
• Import transactions via CSV files.
• Manually add accounts and transactions.

Dashboard View

• Dashboard to view account data at a glance

Transactions View

• Organize transactions into categories and subcategories.
• Create custom categories to organize your transactions.
• Create rules that automatically update transaction fields during sync when the specified conditions are met.

Budgets View

• Create monthly budgets for categories and subcategories.
• View aggregated budgets for multiple months.
• Calculate net cash flow for the month.
• Click on a budget to view more details such as monthly trends and associated transactions.

Goals View

• Create goals to track savings or loan payoff.
• Estimate completion date given a monthly contribution.
• Estimate monthly contibution given a target completion date.
• Option to include interest rate in the calculations.
• Click on a budget to view more details such as monthly trends and associated accounts.

Trends View

• Several charts to view different metrics over time.
• View monthly spending trends, monthly net cash flow, total assets, total liabilities, and total net worth charts.