Today's Tasks
No goals yet. Go to Goal Settings to add your first goal!
To-do Reports
Completions by Goal
Activity Log
| Date | Category | Goal | Task |
|---|
Health Data
Health Analysis (AI)
Goal Settings
Add New Goal
How it works
• Each goal panel appears on the To-do page daily.
• Complete any one to-do per panel to mark that goal done.
• Click a completed to-do again to undo it.
• Click Edit below to modify any goal.
• Data syncs across all your devices automatically.
• Complete any one to-do per panel to mark that goal done.
• Click a completed to-do again to undo it.
• Click Edit below to modify any goal.
• Data syncs across all your devices automatically.
Your Goals
Profile
Profile Photo & Name
Click photo or button to upload. Zoom in/out, rotate & reposition.
🚋 Trip — Tram & Commute
Configure your tram stops using PTV (real-time data). Search for your stop to set it up.
Primary Tram Stop
Secondary Tram Stop (optional)
Commute Time
Withings Auto-Sync
⌚ Not connected
Connect to auto-sync weight, body fat, muscle, sleep, heart rate & more.
Weekly Nutrition Targets
AI uses these as your assumed daily intake when giving advice.
Manual Entry (backup)
Trip
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Dashboard
Month
Investments
Rent
Spending by category
click for details
Click a category to see transactions
📊
No data yet — import your CSVs or load demo data.Import CSV
Re-importing preserves existing data. Duplicate records (same account, date, description, amount) are skipped automatically. All data is auto-saved to this browser.
American Express
Date, Date Processed, Description, Amount
Upload Amex CSV
Re-importing skips duplicates
Macquarie Bank
Platinum Transaction
Daily debit card spending
Savings Account
Salary, investments, rent
Load sample data to explore the app
Receipts
Upload receipt — any store
Upload a receipt PDF/image from any store. Items are parsed and itemised. If a matching credit card record is found (same store, date, and total), the original card transaction is automatically offset and replaced by per-item records categorised individually.
Upload receipt
PDF, JPG, PNG — Coles, Woolworths, IGA, Chemist Warehouse, etc.
Saved receipt items
No receipts saved.
Savings
Mac Savings — Monthly summary
Salary income and expenses only (Amex payments, internal transfers, investments excluded).
Month
Salary
Expenses
Investment transactions
No investments.
Offsets
Manual offset
Link an income transaction to an expense to offset it. Pick the income first, then the expense it covers. Salary and dividends are excluded from the income picker.
1. Income / inbound payment
2. Expense to offset
Amount ($)
Note
Registered offsets
No offsets registered.
Transactions
Monthly trends
Monthly spend by category
Month-over-month total
Income by category
Month
Income by source all-time
Recent income transactions
Monthly income trend
Spending by account
By account selected month
Month
Account totals (this month)
Monthly spending by account
Suggestions
Analyse month
Get personalised financial planning advice from AI based on your spending patterns. Analyses the selected month's expenses, compares to recent months, and suggests where to cut back. Requires the Gemini API key (set in Backup & restore).
💡
Select a month above and click "Generate advice" for AI-powered budgeting recommendations.
Backup & Restore
Cloud sync
All data is automatically synced to Cloudflare KV — accessible from any device with your password. Changes sync within seconds.
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Export backup
Download all your transactions, offsets, and settings as a JSON file. Save this somewhere safe (Dropbox, iCloud, USB drive) as a backup or to move data to another laptop.
Restore from backup
⚠ Restoring will replace all current data with the contents of the backup file. Export your current data first if you want to keep it.
Upload backup file
JSON file from a previous export
Danger zone
Permanently delete all data from this browser. This cannot be undone.