Create a workspace
Start from an empty workspace with default finance categories.
My Workspace
Overview
Today
Tasks, projects and upcoming financial commitments in one place.
Tasks
Next deadlines
Projects
Active projects
Finance
Account balances
Payments
Upcoming
Execution
Tasks
Capture, prioritize and complete work across all projects.
0 tasks
| Task | Status | Priority | Project | Due |
|---|
Planning
Projects & Areas
Areas are permanent contexts; projects are objectives with a beginning and an end.
Permanent
Areas
Projects
Time
Calendar
Task deadlines, project deadlines, scheduled payments, credit-card payment dates and loan installments.
TaskProjectPaymentCardLoan
Monthly agenda
All events
Personal finance
Finance
Track accounts, cash flow, cards, loans and scheduled payments in PEN and USD.
Expenses
Top categories
Workflow
Finance shortcuts
Transactions
Income, expenses, transfers, debt payments and loan movements for the selected month.
| Date | Type | Description | Account / liability | Category / detail | Amount |
|---|
Accounts
Balances are calculated from opening balances plus recorded movements.
Scheduled payments
Services and obligations can be paid from an account or charged to a credit card.
Credit cards
Card debt is calculated from opening debt plus card purchases minus card payments.
Loans
Record loan disbursements, outstanding principal and one-payment or installment repayment schedules.
Categories
Default categories translate automatically until you rename them. Custom categories keep the name you choose.
Income
Income categories
Expenses