Glossary

The vocabulary the app uses, in one place. Each entry is one sentence, with a link to the page where the term gets a fuller treatment.

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Access level. Whether a budget is Private (only you), Shared (specific people you invited), or Public (readable from a link). Sharing, Public Budgets.

Account. A place your money sits, like a checking or savings account, with a Current Balance you set when you add it and edit later if your bank and the app stop matching. Accounts.

Aisle section. A grouping on a shopping list that gathers items by the aisle each product was recorded under on your receipts, with an Other section for items the app does not have an aisle for yet. Shopping Lists.

Auto Pay. A flag on a flow that says “the bank takes this on its own”; a label for your reference, not an automation, since the app does not pay anything for you. Flows.

Auto-Resolve Events. The matching mode on the Match Transactions dialog, where the app matches new bank transactions with open events and brings up a review screen for you to confirm. Matching and Resolving.

Backup. A .json file containing a budget’s accounts, categories, flows, schedules, and (optionally) account balances, downloaded from the Create Backup button on the Budgets toolbar. Your Account.

Bank Transaction Merchant Name. An optional field on each flow that holds the merchant string as it appears on your bank statement, used to help the matcher connect bank transactions with this flow. Flows.

Budget. A workspace that holds one set of accounts, flows, categories, planner, and history; most people only need one. Budgets.

Calendar view. The Planner laid out as a date grid, in Month, Week, or Day layout. Planner.

Category. A bucket flows live in, with a Type (Income, Expense, or Transfer) that drives the math, and an optional Parent Category for nesting. Categories.

Category type. One of Income, Expense, or Transfer, looked up when a transaction is saved or an event is resolved to decide which way the account balance moves. Categories.

Clear Local Data. A Settings card that resets only this device’s preferences (grid layouts, chart settings, the cached theme); your account, budgets, and history are not affected. Your Account.

Community Content prompt. A one-page acknowledgement that themes, icon sets, and public budgets are made by other users and that the app uses automated AI moderation; tap I Understand once and it stops appearing on every community page. Discover.

Compare Budget. A separate mode on the Match Transactions dialog that reads your recent spending against your plan and proposes changes to the budget: flows to add, planned amounts to update, and flows that look inactive. It matches nothing. Matching and Resolving.

Cost to make. A recipe’s estimated ingredient cost at your own prices, shown on the Cost to make bar and scaled by servings; it is an estimate because cooking measures are converted to purchase units only where the units line up. Recipes.

CSV / TSV / TXT. The file formats the app accepts for transaction upload: up to 3 files at once, 200 KB per file. File Uploads.

Current Balance. The running balance of an account, starting from what you typed when you added the account and updated by every transaction since; you can edit it directly when the app’s number stops matching your bank’s. Accounts.

Date Format. A Settings section that picks how detailed each date is (Short, Medium, or Long); the order of day, month, and year still follows your device’s locale. Accessibility.

Deleted (event status). An event removed from the Planner by hand; appears in History as a Deleted row, which you can select and reverse with Undo Action. History and Undo.

Discover. A featured page that ranks the most-liked community themes, icon sets, and individual icons by likes over four rolling windows (Today, This Week, This Month, This Year). Discover.

Due Over a Date Range. A setting on a flow: when on, each event covers the stretch from its date to the day before the next one, and matched transactions and confirmed receipts accumulate against the planned amount; when off, the event is due on a single date and one matched payment, deposit, or transfer resolves it. Flows.

Editor (permission). Someone shared on a budget with Can Edit access, who can change content but cannot manage sharing, change the access level, or delete the budget. Sharing.

Estimated total. The running basket total on a shopping list, the per-item price estimates added up, shown as Estimated total with a count of any items not yet priced. Shopping Lists.

Event. A single dated occurrence of a flow; rent due May 1st is one event, June 1st rent is another. Concepts.

Expense category. A category whose Type lowers your account balance when an event resolves or a transaction is saved. Categories.

Flow. A template that produces dated events on a schedule, for things like rent, paycheck, or groceries. Flows.

Forecast Period. A 1Y/2Y/3Y/4Y/5Y control shared between the Planner and Reports, controlling how far ahead the running balance is projected, with each option extending through December 31 of the matching year ahead. Planner.

Free plan. The no-payment plan, covering accounts, categories, flows, the Planner, the Reports tab, History, Undo, manual transactions, CSV/TSV/TXT upload, receipt scanning (10 scans included at sign-up), and all receipt reports. Subscription.

From Account / To Account. The two account fields on a Transfer flow; the From side debits, the To side credits, by the same amount. Flows.

Grid view. The Planner laid out as rows of events with a running-balance column for every account. Planner.

History. The page where every Resolve and every Delete is recorded, with an Undo Action button in the toolbar that acts on the row you select; it is a tab in most budgets and the first entry in the More menu of a budget created from receipts. Entries are kept for the current calendar year plus the previous five full years. History and Undo.

Icon Generation Credits. Credits you spend to generate custom category icons with AI (1 credit Fast, 2 Standard, 3 High Quality), with a 100-credit one-time signup bonus for new Premium subscribers and packs available to anyone (Premium not required to buy or use them). Subscription.

Icon set. A curated collection of icons for flows, accounts, and categories, applied per budget. Themes and Icons.

Import hash. A short fingerprint computed for every bank-pulled or file-uploaded transaction, used to skip the same imported transaction on a re-pull or re-upload so it is not recorded twice in the budget. Transactions.

Income category. A category whose Type raises your account balance when an event resolves or a transaction is saved. Categories.

Item. The earlier name for what the app now calls a flow; see Flow. On receipts and shopping lists, “item” still means a product or line item, not a flow. Flows.

Linked Accounts. The Settings card listing the banks you have linked through Plaid; once one is connected, tap the + button at the top right of the card to add another. Bank Linking.

Manual transaction. A transaction you typed in by hand, as opposed to one pulled from a bank or uploaded from a file. Transactions.

Mark Event as Paid / Mark Event as Unpaid. A toolbar button that toggles an event between Scheduled and Paid for your reference; it does not move the event off the Planner and does not change a balance. Matching and Resolving.

Match. The action that connects a bank or uploaded payment, deposit, or transfer with the planned event it represents; the button and dialog are named Match Transactions. Matching and Resolving.

Match Transactions. The Planner toolbar button, and the dialog it opens, with Auto-Resolve Events and Compare Budget modes. The bank pull and the file upload happen inside the dialog. Matching and Resolving.

None (Top-level). The default value of the Parent Category picker, which makes the new category sit at the top level of your category tree rather than nested under an existing one. Categories.

Notifications. The bell-icon panel and full Notifications page where invitations, access changes, bank-reconnection prompts, bill reminders, and price alerts arrive; every one reaches the page, and you choose per type whether it also alerts you in the app or as a push notification on that device. Notifications.

Numbered events. Each recurring schedule numbers its events sequentially, with the count visible at the top of the Edit Flow Event dialog as Payment #, useful for series with a known total like a car loan or financed purchase. Flows.

Owner (permission). The person, or people, with full control of a budget, including sharing, access level, and deletion; promoting someone to Owner is one-way. Sharing.

Palette. The 8 to 12 colors a theme provides for category color-coding, account color-coding, and chart series. Themes and Icons.

Pay period. A grouping the Planner can use to break events into headers, alongside week, month, quarter, and year, with boundaries derived automatically from when your income lands. Planner.

Pay Period Headers. The literal label of the default Planner grouping option, which puts a new header at each paycheck and summarises that pay period’s Income, Expenses, and Net Flow. Planner.

Plaid. The third-party service that connects to your bank and pulls transactions; available on Premium. Bank Linking.

Planner. The day-to-day tab showing events and projected balances, in two views (Grid and Calendar) of the same data. Planner.

Premium. The paid tier, $11.99 per month plus tax, unlocking bank linking, sharing, public-budget publishing, AI budget creation, AI matching, AI theme generation, more receipt scanning, building a budget from receipts, recipe photos, and increased limits. Subscription.

Premium Subscriber Credits. The included monthly AI credits for the AI features: 500 credits per billing cycle, which reset each cycle and do not carry over. Extra credits added with the Add 500 AI Credits pack are separate: they are spent after the monthly credits and never expire. Subscription.

Primary photo. The one photo on a recipe that represents it, marked with a Primary badge; the first photo you add becomes it, and the star on any other photo takes the title. Recipes.

Push notification. A system notification on your device, arriving even with the app closed; enabled per device under Enable on this device, then per type, and capped at three in any 24 hours. Notifications.

Privacy & Blocking. A Settings card listing the people you have blocked, each with an Unblock button; blocking prevents new budget invitations and hides the blocked person’s actions from your notifications. Sharing.

Profile. Your public page at /profiles/{your-username}, where any themes, icon sets, and public budgets you have published are listed. Your Public Profile.

Public budget. A budget made readable from a public link after a signed-in user adds it, intended for templates and educational models; cannot be made from a budget that has ever held bank-imported data. Public Budgets.

Publishing a list or recipe. Turning one shopping list or recipe into a public link anyone can open and add to their own budget; the items travel, never your prices or the stores you shop, and it is free for everyone. Publishing Lists and Recipes.

Reauth (Reconnect). What you do when a Plaid connection has expired; tap Reconnect in Linked Accounts and sign in again. Bank Linking.

Receipts-first budget. A budget created through Start by capturing receipts or From Receipts: the Receipts tab comes first, and History moves into the More menu as its first entry. Receipt-Based Budgeting.

Recipe. A meal you save in a budget: a title, ingredients, optional servings and prep and cook times, and the steps; each recipe shows what it costs to make at your own prices. Recipes.

Recipe photo. A picture kept with a recipe, up to 10 per recipe; adding needs Premium, viewing is free for everyone you share or publish to, and each photo is checked before it is stored. Recipes.

Reconcile. Not a term the app uses; in other budgeting tools “reconcile” means comparing app balance to bank balance and adjusting the gap, but this app uses Match Transactions for matching transactions to events and Resolve Event for resolving events, and you set a mismatched balance directly on the account’s Current Balance. Concepts.

Reports. The tab showing charts and breakdowns of your budget over time. Reports.

Resolve. Sending an event to History; happens when a matched payment, deposit, or transfer posts to a flow due on a single date, when matched transactions or a confirmed receipt bring an event on a flow due over a date range to or past the planned amount, or when you tap Resolve Event yourself. Transactions typed in by hand never resolve an event. Matching and Resolving.

Resolve Event. The Planner toolbar button that resolves the selected event and writes it to History; on a flow due over a date range with no transactions yet, it asks first via the No Transactions Recorded dialog. Matching and Resolving.

Resolved (event status). An event that has been resolved and moved off the Planner into History. Matching and Resolving.

Restore. The reverse of Backup; reads a backup .json file and creates a fresh new budget from it (always a fresh budget, never an in-place overwrite). Your Account.

Reverse Balance Change. A toggle in the Undo dialog, shown only when you are reversing a resolve that had no transactions; it decides whether to undo the balance adjustment too, and defaults to on. History and Undo.

Review Transaction Matches. The screen that opens after the matcher runs, listing possible matches grouped by account so you can confirm what to save. Matching and Resolving.

Schedule. The rule on a flow that decides when its events appear; either one-time or recurring at one of the supported frequencies (Weekly, Bi-weekly, Monthly, Quarterly, Semi-annually, Annually, or a custom interval). Flows.

Scheduled (event status). The default state of an event: on the Planner, waiting for its date. Matching and Resolving.

Shared budget. A budget you have invited specific people to, with View Only, Can Edit, or Owner permission. Sharing.

Shopping list. A list you check off as you shop, kept inside one budget; once you have scanned a few receipts it fills in your own prices, totals the basket, and shows which store is cheapest. Shopping Lists.

Show Full Sharing Details. A toggle in the budget sharing settings that decides whether non-owners on a shared budget see the full list of who else has access. Sharing.

Show Spending Progress. A setting on a flow that adds a progress bar to its Planner rows, filling as recorded transactions climb toward the planned amount. Off by default on new flows. Flows.

Theme. A packaged set of colors (UI plus palette) applied per budget. Themes and Icons.

Theme Variant. Light or Dark, a per-device Settings toggle that picks which variant of any theme is shown. Accessibility.

Transaction. An individual purchase, charge, or deposit saved inside an event; it moves the account balance immediately when saved. Any income or expense event can hold them. Transactions.

Transfer category. A category whose Type moves money between two of your accounts; one balance goes down, the other goes up by the same amount. Categories.

Undo Action. The History toolbar button that reverses the selected Resolve or Delete and returns the event to the Planner at its original date, when the originating flow, category, and schedule still exist and the schedule’s timing is unchanged. History and Undo.

Unlink. Removing the binding between one budget account and the bank account it was pulling from, without disconnecting the bank from your user account. Bank Linking.

Username. A handle of 3 to 30 alphanumeric characters (hyphens allowed in the middle), required to publish themes, icon sets, or public budgets. Your Account.

Viewer (permission). Someone shared on a budget with View Only access, who can read everything but edit nothing. Sharing.

Your trip (trip plan). A shopping-list bar offering two priced options for the basket in front of you: One stop at the store that carries most of it, or N stops buying each item where it is cheapest. Choosing one regroups the list to match and switches the basket total to that plan’s total. It needs two stores your receipts can compare, and is absent otherwise. Shopping Lists.