Duhamel

What did you spend?

Tap a category to log it

Income

Spent

Left

🧾

Fixed Bills

Auto-deducted this month: $0

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PERIOD BALANCE

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Calculating...

Income

Spent

Invested

Spending Breakdown

Goals

Transactions · tap to edit

Goals

🎯

No goals yet.

Net Worth

Assets

Liabilities

Investments

TOTAL INVESTED

TFSA + All Accounts

Recent Contributions

Debt

Settings

✏️ Edit Budgets

Set baseline monthly amounts per category

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🎚️ Adjust Budgets by %

Trim categories or ease them down over time

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↻ Carryover Rollover

Unspent rolls into next month

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📅 Income Smoothing

Spread each paycheque over N days

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💰 Log Income

Paycheque, side job, board

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☁️ Cloud Sync

Shared between both phones · tap to refresh

↻

🤖 Claude API Key

Not set — tap to configure

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🗑 Reset Entries

Clear all logged spending

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Groceries

Budget: $0 · Spent: $0

Log Income

📄

Scan Statement — income & expenses

Upload a screenshot or PDF — Claude reads, categorizes & fixes manual errors

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or log manually

💼 MOR Pay

🪚 Side Job

🌿 Jess Pay

📋 Jess EI

🏠 Room & Board

💵 Other

Amount

💰 Save / invest first?

To account Amount to save/invest

Note Spread over (days)

How many days this income should pad your budget — keeps the daily amount smooth instead of spiking today.

Reading Statement...

Claude is analyzing your statement

⚙️

Reading your statement...

Claude is identifying merchants, amounts, and categorizing everything. This takes about 15-30 seconds.

New Goal

Goal Name Icon Target Amount Current Progress ($) Target Date (optional)

Edit Transaction

Amount

Category / Source Date Note

Update Balance

Enter the current balance from your banking app. This is read-only tracking — no money moves.

Current Balance

Set Balance

Enter the current balance from the lender. Your logged payments stay on record — this just re-anchors the total so it matches reality.

Current Balance

Interest rate (APR %)

Used to rank which debt to pay off first.

Edit Monthly Budgets

🎚️ Adjust Budgets by %

Percent of your baseline budget. Use Gradual to ease a category down over months (auto-steps each month).

Log Contribution

Account Amount Note

Add Account

Name Current Value Notes

💳 Pay LOC

Balance: $13,130 at 8.95%

Payment Amount

Note

📱 Pay Flexiti

Balance: $1,334.81 at 0%

Payment Amount

Note

📈 Update TFSA

Enter your current WealthSimple balance — Jess sees it instantly

Current Market Value

WealthSimple → Portfolio value → paste here

Fixed Bills

Tap any bill to adjust this month's amount or update the default. Gold = adjusted this month.

Monthly Fixed Total

Edit Bill

This Month's Amount

Update Default Amount

Updating the default saves it permanently for future months.