Budget Dashboard
Budget Dashboard
// Debt Freedom Progress
Progress
// Trends & Breakdown
Charts
Net Cash & Debt Over Time
Pulled from your Weekly Tracker entries.
Spending by Category
From Monthly Budget actuals — fill in manually or via CSV Import.
Budgeted vs Actual
Accounts
| Account | Role | Balance |
|---|---|---|
| Navy Federal | Checking — HQ | |
| Purdue FCU | Weekly Spending | |
| Capital One SavorOne | Rent Card | |
| Wells Fargo OneKey | Everyday (paused) |
Monthly Budget
Import Bank CSV
Export a transaction CSV from your bank/card and upload it here. Nothing is sent anywhere except straight into your own Firestore — no third-party bank connection involved.
Importing from all 4 accounts? A payment from Navy Federal to a card shows up on both statements — once as an outgoing transfer, once as an incoming payment. Counting both sides doubles it. Pick one side to record as the real "SavorOne payment" / "OneKey payment" (Navy Federal's outgoing side is usually easiest), and set that same transaction's category to — Skip (do not import) — on the card statement's side so it isn't counted twice.
Valid categories: income.paycheck, income.rental1, income.rental2, income.vaDisability, income.other, purdue.groceries, purdue.gas, purdue.dining, purdue.prescription, purdue.clothing, purdue.pet, purdue.entertainment, purdue.amazon, purdue.travel, purdue.misc, fixed.utilities, fixed.phone, fixed.insurance, fixed.pet, fixed.subscriptions, fixed.rent, fixed.mortgage, fixed.truck, fixed.otherFixed, debt.savorOne, debt.oneKey, debt.interest. These rules just pre-fill a best guess — you'll review and can change every transaction's category individually in the next step.
Review Transactions
Every row got a best-guess category from your rules below — check each one and change any that are wrong before importing.
| Date | Description | Amount | Category |
|---|
Summary
| Category | Total | Transactions |
|---|
// History
Import History
| Bank / Card | Statement End | Month | Transactions | Total | Imported |
|---|
Deleting a history entry only removes the log record — it does not undo the dollars already added to that month's Monthly Budget.
Quarterly Milestones
| Quarter | SavorOne Target | OneKey Target | Checking Target | Status | Milestone |
|---|
// Payoff Calculator