Finances at a glance
Manage income and expenses with ease.
Monthly overview
Interactive preview with sample data.
IncomeCHF 4’200.00
ExpensesCHF 2’150.00
DifferenceCHF 2’050.00
| Date | Description | Category | Amount |
|---|---|---|---|
| SalaryPersonal | Income | + CHF 3’000.00 | |
| Client paymentsBusiness | Orders | + CHF 1’200.00 | |
| Home rentPersonal | Housing | − CHF 1’200.00 | |
| Health insurancePersonal | Health | − CHF 320.00 | |
| ShoppingPersonal | Household | − CHF 185.40 | |
| PhoneBusiness | Communication | − CHF 79.90 | |
| Work materialsBusiness | Materials | − CHF 364.70 |
Difference = income − expenses for the displayed entries. It is not an account balance.
A question for AI
How much did I spend during this period?
Expenses in the displayed example total CHF 2’150.00, based on 5 expense entries.
This is a calculated example answer. Personal AI assistance is planned; changes will require your confirmation.
Automatic totals
Compare income and expenses.
Capture receipts
Link photos and PDFs to entries.
Work with AI
Review and confirm suggestions.
Your personal finance area
The personal finance area is being prepared: your own entries, receipts, AI assistance, recurring payments, spreadsheet imports and monthly and annual reports.
This example uses fictional data. No personal financial data is collected or saved here.