Draft Windows screens are real, from the Demo login with made-up data. Hatched plates are Android screens still to come. Copy is a draft.
by CoreWave Studio
Investments →

Accounts and transactions

Every account in one place, every entry in seconds.

Bank accounts, cards and cash each get a ledger with a running balance. Add income, expense or a transfer without leaving the account.

Account detail
Harbour Bank Savings ledger for September 2026 with opening and closing balance and a running balance on each row
  1. A ledger per accountRunning balance, a date range filter, and edit or delete on any row.
  2. Income, expense and transfer on one pageSwitch tabs on the account instead of opening a separate screen.
  3. Each account keeps its own currencyA transfer between currencies takes both amounts, so rates never guess.

Screens

More screens.

Accounts list
Accounts grouped by type with balances
Accounts listBank, cash, deposits, loans, cards and investments grouped by type.
Dashboard
Dashboard with net worth and account balances
DashboardNet worth, account balances and what is due, on the first screen.
Add a transaction
Add transaction form with payee, amount, category and note
Add a transactionPayee, amount, category and a note; the date is filled in for you.
Transfer between accounts
Transfer form moving Singapore dollars to an Indian rupee account with both amounts
Transfer between accountsA transfer between currencies takes both amounts, so the rate is what actually happened.
Split a receipt
Add transaction with the amount split across two categories
Split a receiptDivide one purchase across categories and the lines add up to the total.
Find any transaction
Transactions list filtered by account, dates and a search word
Find any transactionFilter by account and dates, search by word, and see the matches month by month.
Choose your account types
Settings page with the account types grouped by bucket
Choose your account typesSwitch on the kinds of account you use. Bank and Cash are always on.

Also included

  • Categories and payeesGroup spending your way and reuse payees across accounts.
  • ProjectsTag spending to a trip, renovation or event and see the total.
  • Split transactionsDivide one receipt across several categories.
  • Reconciliation marksMark each entry Unreconciled, Cleared or Reconciled as you match it to your statement.
  • Choose your account typesSwitch on only the kinds of account you use, and the Add Account list stays short.
  • Account groupsCombine accounts, such as every card, into one subtotal.
  • Net worth in your base currencyEvery balance converts at the rates you set.

On Android

The same screens, rebuilt for a phone. Android screenshots come once the Android app is built.

Accounts list
Add transaction
Investments →