Overview
All Time
Real Income
$0.00
0 deposits
Real Spending
$0.00
0 expenses
Net (Income minus Spending)
$0.00
Spending by Category
📂No transactions yet.
Go to Import to upload your CSV files.
Go to Import to upload your CSV files.
Month by Month
| Month | Income | Spending | Net | Savings Rate |
|---|
| Date | Account | Description | Note | Category | Amount |
|---|
Import Transactions
How to export:
Credit Union Chequing: Online banking → select account → Download → CSV → choose date range.
Collabria (CU Mastercard): Online banking → Collabria card → Download transactions → CSV.
Capital One: Log in → select account → Download transactions → CSV.
Credit Union Chequing: Online banking → select account → Download → CSV → choose date range.
Collabria (CU Mastercard): Online banking → Collabria card → Download transactions → CSV.
Capital One: Log in → select account → Download transactions → CSV.
🏢
Credit Union Chequing
Debit account
📄 Drop CSV or click to browse
Waiting for file…
🧱
Credit Union Savings
Savings account • same format as chequing
📄 Drop CSV or click to browse
Waiting for file…
🏦
CU Line of Credit
LOC account • same format as chequing
📄 Drop CSV or click to browse
Waiting for file…
💳
Collabria Mastercard
Credit Union credit card
📄 Drop CSV or click to browse
Waiting for file…
💳
Capital One Mastercard
Capital One credit card
📄 Drop CSV or click to browse
Waiting for file…
👪 Kids' Accounts — for transfer matching only, their transactions are not shown in Budg
👧
Zadie
Matching only • not displayed
📄 Drop CSV or click to browse
Waiting for file…
👦
Shepard
Matching only • not displayed
📄 Drop CSV or click to browse
Waiting for file…
👦
Felix
Matching only • not displayed
📄 Drop CSV or click to browse
Waiting for file…
Requires API key in AI Chat tab
🔑 Anthropic API Key needed
Stored locally in your browser only. Goes only to Anthropic when you ask a question.
👋 Hi! I'm your Budg assistant. Ask me anything:
• "How much on groceries this month?"
• "Are we spending within our income this year?"
• "Show all vet bills in the last 6 months"
• "E-transfers to Shepard are lunch money — add a rule"
• "How much total to SydCo Fuels for heating fuel?"
• "How much on groceries this month?"
• "Are we spending within our income this year?"
• "Show all vet bills in the last 6 months"
• "E-transfers to Shepard are lunch money — add a rule"
• "How much total to SydCo Fuels for heating fuel?"
Categorization Rules
Rules automatically sort transactions. First match wins. You can also tell the AI chat to create rules.
+ Add New Rule
📋No rules yet.
Settings
🔒 Security
Admin password
Full access — your existing household password. To change it, clear all data and re-import with a new password.
Auto-lock
Minutes of inactivity before locking (0 = never)
Family password
Gives read + categorize access. Hides Import, Rules, and Settings. Leave blank to disable.
🏷️ Categories
These appear in all dropdowns and rule assignments.
🎯 Monthly Budget Targets
Set optional monthly spending limits per category. Leave blank for no target.
🗑️ Remove Data by Date Range
Use this to undo an import or remove a specific month's data.
⚠️ Permanently remove transactions
💾 Backup & Restore
Export backup
Download a JSON backup of all data
Restore backup
Import a previously exported JSON file
Clear ALL transactions
Permanently delete every imported transaction
ℹ️ About Budg
Data encrypted and synced to Supabase cloud. Nothing readable without your household password. AI chat queries go direct to Anthropic via your own key.
Budg v3.0 • Built for Mike & family
Budg v3.0 • Built for Mike & family