Statements & balances
Add a statement here, then match it to existing entries below. Uploading a statement does not enter its purchases twice. Balance checks and other tools open your secure main app.
You need an internet connection and your Google sign-in for these tools. A saved statement is not yet a reconciled account. CSV is best for bank transactions; screenshots and PDFs provide balance evidence.
On iPhone, download the bank statement to Files, then choose it using Upload statement. Avoid entering its purchases again in Quick entry.
Money received
Move money
Quick entry settings
Saved on this device and available offline.
Review & reallocate
Pending spending already reduces availability. Check the pot and approve, or change an existing purchase’s pot. Bank payments and claim amounts stay unchanged.
Saved entries
Waiting entries remain here until Google confirms the save.
Restore spending from the old shortcut
Download its spending backup first, then choose it here. Existing entries are kept and matching purchases are skipped.
Pot balances
Sync once to load your budget pots. Balance figures are never assumed to be zero.
Open full finance app ↗Add to your Home Screen
Open this page in Safari, tap Share, then Add to Home Screen. Open it online once and wait for “Ready offline”.
If you installed the earlier profile, this update uses the same icon and points it here. Open the new icon online once until Ready offline.
Keep waiting entries on this phone until they are synced. Your old Google shortcut opens the full online app.