Financer

Available this month — —
Net worth — investments + savings
Spent this month — —
Due in next 30 days — —
Savings rate — —

Due soon

next three

Where it went

this month

Reports

recurring vs. everything else, by period

Recurring payments

—

Fixed — a set amount on a set day, autopay or not, running forever or for a fixed number of months (an EMI that ends). Flexible — amount and timing vary; log a payment whenever you actually make one. Either way, logging a payment records it as an expense too.

Invested—
Current value—
Gain / loss—

Savings goals

—

Groceries

—

Restaurants

—

Travel (non-subscribed)

—

Household

—

Utilities

—

Entertainment

—

Miscellaneous

—

Add a recurring payment

For every 3 months / every year, Starts below sets which month the cycle lands in.

Log a payment

—

Add an expense

Add a holding

Add a savings goal

Add to goal

Settings

What's left over banks in here automatically at the start of each month. Correct it by hand if a past month's figure ever looks off (e.g. your salary changed since).

New expenses are entered in this currency and converted to € automatically using that day's exchange rate. Switch back to Euro when you're done traveling — expenses you've already logged keep whatever currency they were entered in.

Add one from the + button on Overview.

Leave blank for a category you don't want to cap. A category's total turns red on its own tab once you go over.

A CSV snapshot for that year — good for reading and reporting, not for restoring.

This is the one to use before switching phones: tap Full backup, then save the file to iCloud Drive (or Files) when your browser prompts you. On the new phone, open Financer, tap Restore backup, and pick that same file from iCloud/Files. Everything — every recurring payment, expense, investment, goal, and incentive — comes back exactly as it was.

On this device only. Everything is saved in this browser's own storage — nothing is sent to any server. That means it won't appear on another phone, iPad, or Mac, and clearing Safari's website data for this page (or switching phones) would erase it. Use Export in Reports occasionally if you want a backup you can keep elsewhere.

Erase everything?

This permanently deletes every recurring payment, expense, investment, goal, and incentive stored in this browser for this app, and resets settings back to default. There is no undo — consider using Export year first if you want to keep a copy.

Restore this backup?

Expense

Add

Quick log

Report