Overview
Welcome, let's set up your first account
An account is a place where your money lives — Bank Hapoalim, Bituach Pensia, Max, or wherever else. Add your first one to start tracking expenses, income, and savings. Takes under a minute.
Just track cash for now →
Overview
This week
Financial assets
Financial assets · 30-day change
Spend by category
Budget progress · this month
Forecast · next month
Financial assets
Expenses vs Income
Recent expenses
Recent income
Agenda
Plan
Recipients
Tasks
Budgets
This month's progress
Forecast
Next 30 days
What if I spend less on a category?
0%
Applies to recurring expenses tagged with that category. Variable spend + one-off events stay unchanged.
Summary
Month-by-month
Breakdown
Habits
Today
All habits
Financial Assets - Net
Composition
Over time
Account breakdown
Goals
Work & Education
Accounts
Your accounts
Long-term savings
More views
Add expense
New expense
You record what happened. We do the math.
All expenses
Recurring expenses
New recurring expense
Active recurring expenses
Recurring income
New recurring income
Active recurring income
Expenses summary
Filter further
Expenses over time
Expenses by category · click to expand
Export
CSV files open directly in Excel.
Add income
New income
You record what happened. We do the math.
All income
Income summary
Income over time
Income by category · click to expand subcategories
Export
CSV files open directly in Excel.
Add transfer
New transfer
Adjust amount received, fees, or status (optional)
You record what happened. We do the math.
Recurring transfers
New recurring transfer
Active recurring transfers
All transfers
Transfers summary
Transfer volume over time
Activity by account
Export
CSV files open directly in Excel.
Currency Exchange
New exchange
▾ Details & auto-computed fees
You record what happened. We do the math.
🏊 Pools
New pool
▾ More options · description, dates, default split
👥 Members (optional — can be added or removed later)
You
Organizer · always included
Organizer
Pool
Connections

Your children's Grows accounts. Add a child here, or accept an invite from a child who's already using the app. Settings the kid has shared with you are editable; everything else is read-only.

Inbox
Settings
Profile
Your name, account email, and a couple of optional facts the home widgets use.
Defaults to 67 (Israeli statutory). Used by the Long-term savings home widgets — informational only, no projections or advice.
Currencies
Up to 3 currencies for the app's filters and add-expense/income forms.

Choose up to 3 currencies to use in the app. These will appear as filter options and in the add expense / income forms.

Maximum 3 currencies. Changes are saved automatically.
Categories
Toggle on/off, rename, manage subcategories. Two lists — one for expenses, one for income.
Expense categories
Toggle on/off · Click name to rename · Click "Subcategories" to manage
Income categories
Toggle on/off · Click name to rename · Click "Subcategories" to manage
Budgets
Monthly caps per category. Budgets have their own page with this month's progress.

Budgets now have their own page where you can set monthly caps per category and view this month's progress.

Preferences
Display language and country — used for the app interface and business-day calculations.
Display language
Hebrew translation is still in progress, so you may come across phrases that read awkwardly or still appear in English.
Country
Used for business-day calculations (e.g. when a self-payment from your business lands). Weekends and holidays are based on this setting.
Tutorials
Re-show onboarding messages and walkthroughs you've previously dismissed.
Business connections
Verified links to businesses you regularly pay — yoga teachers, dentists, Airbnb hosts, contractors. Different from a business you own — for that, use Business.
Businesses you're connected with

Both sides see the same record of every payment, so disputes ("I paid" / "I didn't receive") become a 2-click check instead of a phone call.

No business connections yet. Invite one below.
Connect to a business you pay

Type the email of a business you want to connect to. If they're on Business, they'll see your invite. If they're not, we'll send them an invite to join.

Import data
Bring in expenses, income, and transfers from a spreadsheet. Smart column mapping in the new flow; legacy grids stay as a fallback.
✨ Try the new import flow
Paste any spreadsheet — we'll figure out the columns. Smart detection, drag-and-drop mapping, duplicate-row warnings, inline fixes. The grids below stay available as a fallback.
Import expenses

For spreadsheet imports. Copy rows from Excel or Google Sheets and paste them anywhere in the table below (Ctrl+V / ⌘V). For just a few entries, the Add expense form is faster.

📅 Date format:
💡 Tip: When pasting from a bank or credit card export, include the description column from your source file. Even if categories don't match yet, having the original description makes it much easier to identify and assign each entry to the right category.

↑ The "Apply ↓" button fills the selected value into all rows that have a date or amount — empty rows are skipped.

# Date Amount Currency Category Subcategory (optional) Description (optional) Payment method (optional) Card / Bank (optional)
Apply all Apply all Apply all Apply all Apply all
💰 Income
Import income

For spreadsheet imports. Copy rows from Excel or Google Sheets and paste them anywhere in the table below (Ctrl+V / ⌘V). For just a few entries, the Add income form is faster.

📅 Date format:

↑ The "Apply ↓" button fills the selected value into all rows that have a date or amount — empty rows are skipped.

# Date Amount Currency Category Subcategory (optional) Bank account (optional) Details (optional)
Apply all Apply all Apply all Apply all
🔄 Transfers
Import transfers

For spreadsheet imports. Copy rows from Excel or Google Sheets and paste them anywhere in the table below (Ctrl+V / ⌘V). For just a few entries, the Add transfer form is faster.

📅 Date format:

↑ The "Apply ↓" button fills the selected value into all rows that have a date or amount — empty rows are skipped.

# Date Currency Amount sent Amount received (optional) Status (optional) Details (optional)
Apply all Apply all
Security
Change the password you use to sign in.

Enter your current password to confirm, then set a new one of at least 6 characters.

Advanced
Power-user knobs — live market pricing and a duplicate-entry scanner.
Live pricing

Fetches current market prices for your portfolio holdings. Toggle off to use only manual prices and cost basis.

Find duplicate entries

Look for likely duplicates across your expenses, income, and transfers. You'll get to review each pair and decide what to keep.

🔒 Privacy & data

Your data, your control. You can export everything you've entered, or permanently delete your account. Both are required by privacy law and we take them seriously.

Export downloads a JSON file with everything you've recorded — accounts, transactions, goals, savings, family connections, business records. Deletion removes your account and all your personal data; you'll be signed out immediately. Some shared data (records you sent to other users, audit-log entries) may remain visible to those users.

Admin preferences
You're signed in as an admin. Use this pane to hide all admin chrome and dogfood the app as a regular user.

Toggle this on to hide all admin chrome — the Admin nav item and the "Viewing: …" bar — and use the app as a regular user. Toggle it off here whenever you want admin tools back.

Legacy bank accounts & cards
The pre-Accounts flat list. The new Accounts page is the canonical home; this pane stays as a fallback only.
Bank accounts / financial institutions
Credit / Debit Cards
Admin
Pending join requests

Each row is a waitlist signup. Pick the app(s) to grant, then Approve. Approving provisions the account server-side and emails the person a link to set their password.

Invite someone directly

Skip the waitlist — invite a specific person. They get the same welcome email with a password-setup link.

Invite funnel
Pending requests
Total invited
Registered
Conversion
Active (7 days)
Sent invites

Everyone on the allowlist — waitlist-approved or directly invited. ✓ means they've registered. The Resend button generates a fresh password-setup link and re-sends the welcome email.

⚠ A green pill means our function handed the email to SendGrid — not that it landed in the recipient's inbox. If someone says they didn't get the email, check SendGrid Activity Feed for the actual delivery status (bounced / spam-folder / blocked).

💾 Daily backup bootstrap

One-time setup for the daily Firestore export. Click Run backup now — this creates the {project}-firestore-backups GCS bucket (if missing), sets a 30-day delete-after lifecycle rule, and triggers an immediate export. Subsequent daily exports run automatically at 02:00 UTC.

🚨 PITR account recovery

Restore banks / cards / accounts / legacyIdMap on a user from a past readTime via Firestore Point-in-Time Recovery. Use after a data-loss incident. Reads at multiple readTimes, lets you pick the best one, then commits with a confirm step.

🔎 UID / email lookup & rescue

Paste a UID (from a console error) OR an email (when a user reports trouble signing in). Returns full status — Firebase Auth · allowlist · Firestore user-doc · sign-in history.

All users
All feedback
Plans & presets
Import
Open on desktop to import

Importing a spreadsheet involves dragging columns around, which works best on a bigger screen. Open Life on a desktop or laptop to continue.