Where things stand

This period at a glance, then the same four figures twice over: against the period before, and against what the period was expected to cost.

A year, against the year before

Monthly spend stacked by category, against the same month last year.

A month, day by day

What each day cost, and which days carry a subscription. Look ahead and the spending stops — nothing has been spent yet — but the subscriptions keep landing, because they are the part of a month that is known in advance. Click a day to see where it went.

What you actually kept

Money in minus money out, month by month, with a running total across the period shown. A bad month inside a good year is not the same thing as a bad year.

Against the plan

How much of each budget has gone. Green is within it, red is past it — a full bar is the whole budget, and beyond that a line marks where it ran out, so the red past the line is the overspend. A category with no budget set yet shows red until you give it one — money going out against no plan is the one thing a plan cannot vouch for. Pick a month, and how many months back from it to include.

Your plan

Worked out from what you actually spend, then yours to move. Lower a category and watch what it frees up — the figure at the top is planned income minus planned spending, and it changes as you type.

What you are worth

Everything you own against everything you owe, and how the gap between them has moved. The other views ask where the money went; this one asks what is left after all of it.

Every line

Amounts read the way you think about them: money in is positive. These filters are the tab's own — the period at the top of the page drives the other views.

Who is waiting, and who is in

The waitlist as it stands, and what every account has been promised. Marking somebody invited records that you wrote to them — the invitation itself is sent from Clerk.

Linked banks

Bilancio reads your accounts. It cannot move money, and access tokens are encrypted before they are stored.

Bilancio uses Plaid to connect your accounts. Your bank credentials are entered with Plaid and are never seen by Bilancio. By connecting an account you agree to Plaid’s End User Privacy Policy, and to ours — see Privacy and Terms. You can review and revoke every connection you have made through Plaid at Plaid Portal.