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Budget & Spend Tracker

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Cashfloliso
Menu Cashfloliso C
•
Dashboard
Budget
$0
Spend
$0
Budget Remaining
$0
Days Remaining
0%

Spend by Category

Progress bars turn red when over budget.

Spend Breakdown

$0
total spent
Transactions
—
Mandatory
—
Discretionary
—
Total
—
Date Merchant / Description Category Subcategory Logged Notes & Tags Amount

Completed

Monthly Total
—
% of Income
—
Active
—
Paused
—

Monthly Budget

Monthly Budget Caps

Weekly Check-in

    Past check-ins

    Monthly Review —

    End-of-month reflection. One review per month per household.

    Past reviews

    Invite a household member

    Generate a one-time link. They click it, sign in with their own email, and they're added to your household — they'll see and edit the same data.

    Members

    Remaining Budget
    —
    Spent Budget
    of budget used
    Spent
    Remaining
    Budget
    Remaining
    Days Left
    Budget
    Spent
    Daily allowance

    Categories

    You can spend today
    Month so far
    Budget
    ›
    Spent
    ›
    Remaining

    Edit transaction

    Add Recurring Transaction

    Add Subcategory

    Edit Category Name

    Import Transactions

    Drop or choose any CSV file. You'll map its columns to the transaction fields on the next screen.

    Drag & drop a CSV file here, or

    Use the dropdowns in each column header to assign it to a transaction field. Columns set to Skip won't be imported.

    Match your source values to your app's categories and subcategories. Best guesses are pre-filled — adjust any that are wrong.

    Categories — unique values
    Source valueYour category
    Subcategories — unique values
    Source valueYour subcategory
    No category or subcategory columns were mapped — click Import to proceed.

    Edit display name

    Split Transaction

    Split 1
    Split 2

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