Budget CompassPrivate beta

A PRIVATE, JUDGMENT-FREE WORKING SESSION

Your budget should be waiting when you come back.

Build a starting picture from statements or manual facts, verify it, and return for calm monthly and daily check-ins.

Your statement files are not kept.

After sign-in, CSVs, PDFs, and statement images are read in this browser and discarded. Scanned pages use local OCR. Only the monthly facts you review and save become an encrypted, login-protected snapshot in Supabase.

We record a small set of product milestones using random browser, page-session, and account-analytics IDs so we can find confusing steps and improve return check-ins. Analytics never receives your email, login identity, login token, financial values, descriptions, filenames, or anything you type.

If you join a household, your private snapshot stays visible only to you. Other members receive only rows and updates you deliberately mark Shared. Supporters are view-only.

  1. 01

    Gather the factsChoose statement patterns or manual entry.

  2. 02

    Verify the baselineResolve income, spending, cash, debts, and goals.

  3. 03

    Check in lightlyReview monthly; build daily awareness without obsession.