What's left real vs. projected
Balance minus everything still unpaid. The dot shows where you'd land if the income below comes through.
Spending by category
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Bill breakdown top 5
Your 5 biggest bills, sized by amount — green once paid.
Extra income might land
Tap "Maybe" to count it toward the projection.
Bills this month
Tap "Due" to mark a bill paid.
Recent activity from Chase
| Date | Merchant | Category | Amount |
|---|
Savings goals
SoonSet a target and track progress toward it over time.
Due date timeline
SoonSee what's coming due in the next 7 days at a glance.
Monthly trend
SoonCompare this month's spending to last month's.
Net worth
SoonPersonal + Business balances combined, once Business is connected.
Tax set-aside estimate
A rough reserve: your set-aside % × 2026 net profit to date. Not tax advice — confirm the real number with your accountant.
Income vs. expenses by month · 2026
● income ● expenses
Expenses by category · 2026
Categories come from Billy's ledger.
Profit & loss by month · 2026
| Month | Income | Expenses | Net | Set-aside (est.) |
|---|
Monthly breakdown income & expenses by category
Invoices from Billy
| Client | Due | Status | Amount |
|---|
Money owed from Billy
| Who | Direction | Note | Amount |
|---|
Contractor payouts 2026
| Date | Contractor | For | Amount |
|---|
Upcoming gigs from Stacy
| Date | Client / event | Status | Fee |
|---|
Balances come read-only from SimpleFIN Bridge (refreshed about hourly). Bills and extra income are saved on this device.