Bank sync, budget, and spend

Open Finance for cash position, burn, runway, and your monthly budget.

Create a category and log spend

1. In the This Month panel, choose New Category and name it (for example Infrastructure).
2. Optionally set a monthly limit.
3. Choose Add Spend to record a cost against that category.

Connect a bank

1. Connect your bank so transactions sync automatically.
2. Synced spend lands in Uncategorized until you assign a category.
3. Create a rule from a transaction to auto-categorize that merchant next time.

No bank? The bank-only panels stay hidden and you can budget with manual entries.

Example flow

You want to cap cloud costs.

1. Create a category Infrastructure with a 2,000 monthly limit.
2. Connect your bank and assign the AWS charge to Infrastructure.
3. Create a rule so future AWS charges categorize automatically.
4. Watch the category bar on Finance turn red if you exceed the limit.