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Log a Purchase
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Purchase Date
Save Purchase ✓
Edit
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Save
📷 Log a Shoot
Name the shoot, enter what you were paid, then assign every dollar.
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$800
$1,000
$1,500
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Assign Every Dollar →
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Assign ✓
Cancel
Assign all first
Are you sure?
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Confirm
Split Purchase
Enter the total, then assign across categories.
$0
$25
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$75
$100
$150
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⌫
Cancel
Next: Assign →
← back
Groceries
×
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Assign ✓
Cancel
Save Split ✓
March 2026
Good to see you.
How's spending looking today?
🌿
3-day streak!
Keep it going
Spent This Month
$0
Saved to Goals
—
Left This Month
$0
after fixed, goals & spending
Days Left
0
+
Log a Purchase
⟷
Split
This Month's
Spending
March Recap
Great month!
Here's how it went
✨ Your Advisor's Take
Analyzing your month...
🎉 Put the extra toward...
Add to Selected Goal →
📊 Suggested adjustments
Based on your actual spending
Apply All
Skip
Start Fresh — April →
Savings Goals
What we're
working toward
Every dollar saved is a step closer ✨
🏰
Dream Vacation
Walt Disney World
Target: December 2026
0% there
$0 to go
Saved
$0
$0/mo to reach goal
✏️ Edit Goal
💛 Add to Disney Fund
− Remove
Other
Goals
+ Add goal
Household Income
Eric &
Annie
Combined picture, month by month
Eric Monthly
$0
Steady
✏️
Annie Shoots
—
This month
Other Income
—
This month
Combined
$0
per month household
Annie's
Shoots
+ Log a Shoot
Log each shoot as payment arrives — assign every dollar immediately
Eric's
Income
💼
Monthly Take-Home
After taxes, steady each month
$0
Other
Income
+ Add
Log each payment and assign every dollar before saving
Budget
Give every dollar
a job
Assign your income to categories
Available to Assign
$0
income minus fixed expenses
Total Income
$0
Fixed + Set-asides
$0
Assigned to Categories
$0
Unassigned
$0
Spending
Categories
+ Add
Fixed
Monthly
+ Add
Yearly
(÷12)
+ Add
Utility
Averages
Tools
🔔 Enable Budget Reminders
⬇️ Export Transactions to CSV
🔄 Reset This Month's Spending
Transaction History
Where it
went
Tap a month, then a day
No purchases logged yet 🌿
Financial Insights
The bigger
picture
How you're really doing
Monthly
Pace
Disney
Reality Check
Variable Spending
Trend
Monthly variable spending — is it trending the right direction?
Best
Month
Month
Archive
One card per month — consistent structure so you can compare at a glance.
🏠
Home
🏰
Goals
📷
Income
⚙️
Budget
📋
History
📊
Insights
🌿
It starts
at home.
The financial habits Addie and Rosie grow up with start with what they see at home.
This app is how we build the kind of relationship with money we want them to have.
🏰
And Disney is
part of the story.
The trip is coming. This app helps make sure the magic isn't overshadowed by financial stress when you get there.
Disney Fund
and growing
$0
📷
When you get paid,
assign it first.
Every time a shoot payment arrives, open the app and assign every dollar before you spend it.
Income → Goals → Budget → Spend.
In that order, every time.
🌿
One number.
Every day.
Your daily target tells you what you can spend today without hurting your goals.
Keep it green.
As shoots come in and you assign them, this number grows with you.
Daily Spending Target
excl. groceries
$117