Transactions
Keep the details together.
Add, edit, duplicate and search income and expenses. Filter by date, category, merchant, account, payment method or currency.
A personal finance workspace
Personal Finance
Manager
A clear place for everyday money.
Bring income, expenses, budgets, savings goals and recurring costs into one web app. Keep the details close and make sense of the bigger picture.
Web app · Active development
One workspace, connected details
From a transaction
to the bigger picture.
Organise day-to-day records, see recurring commitments and follow the plans you have made for your money.
Budgets
Give each month a plan.
Set HKD category limits, revisit previous months and copy last month’s settings. See spending already recorded alongside upcoming commitments.
Analysis
See where your money goes.
Review monthly, yearly or custom periods, compare spending and explore category, merchant, payment and account breakdowns.
Savings goals
Follow your progress.
Track a goal through deposit records or a linked account balance. Keep the recorded contributions behind your progress in view.
Subscriptions
Keep recurring costs visible.
Track recurring expenses, next payment dates and trial end dates, with reminders shown in the app.
Accounts & transfers
Know which account it belongs to.
Organise cash, bank, wallet and credit-card accounts, and record transfers between accounts. Each account has its own base currency.
Less retyping, more checking
A receipt is
a starting point.
Receipt OCR suggests transaction details from a photo. Review the field confidence, check anything unclear and make corrections before saving.
OCR requires sign-in and sends the receipt image to an AI service for processing. You can also enter transactions manually.
Capture a receipt
Take a photo or choose a receipt image while signed in.
Check the suggestions
Review the suggested amount, merchant, date, category and payment details. Unclear fields need your confirmation.
Confirm the transaction
Correct the details and save the transaction to your records.
Details that make a difference
Keep the numbers
in context.
Understand what has already happened, what is coming up and which currency each record belongs to.
Actual & upcoming
Monthly views distinguish spending already incurred, future-dated transactions and upcoming subscriptions.
Currencies kept separate
Category budgets use HKD. Other currencies are shown separately without exchange-rate conversion, and transactions must match their account’s base currency.
Your signed-in workspace
Account-based records use cloud storage. The web app includes PWA support and offline caching; OCR needs a connection to its service.
Follow the project
Explore what is being built.
Personal Finance Manager is in active development. Open the web app to use it.