Our budget

Add a statement

Weekly — upload here first
Paste rows instead

Categorise this week

Decides what's due for personal vs business below

Categories this month

Tracking over

On track

More detail

Periodic costs — tracked against the year, not the month

Habit spending — unbudgeted

Tools

Xero — business transactions

This is what to enter in Xero for the calendar month above — a different figure from what's due toward a card statement, shown above.

Merchant rules

Auto-categorisation rules. A bad rule can silently misroute future transactions — delete it here the moment you spot one.

Self-check

Runs the same checks the build brief requires, against your real data, in your browser — not something to take on trust.

Backup