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Personal and Business Finance, Managed Where Your Work Already Lives

Track income, expenses, and budgets across multiple wallets and currencies, with live charts that show exactly where your money goes. Finance sits right next to your calendar and notes, so your whole picture stays in one workspace.

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C
Checking Account
$3,180.50
C
Cash
$420.00
C
Credit Card
$1,220.00
All
ConvertUSD
Active filters📅: Jul 1 – Jul 31Wallets: AllCategories: All
Total balance
$4,820.50
Income
$2,600.00
Expense
$1,945.30
Net
+$654.70

Income breakdown

Total$2,600
Salary90%$2,340
Other10%$260

Expense breakdown

Total$1,945
Food38%$739
Housing27%$525
Transport18%$350
Other17%$331

Last 6 months

Income Expense Net

Upcoming payments

🚌Transit card top-upJul 24-$40.00
🛒Weekly groceriesJul 26-$148.60

Transactions

26Weekly groceriesFood-$148.60
24Transit card top-upTransport-$40.00
16Sold old bikeOther+$260.00
15Movie nightOther-$34.00
8Family dinnerFood-$128.00
1

Separate wallets for every part of your life, one view when you want it

Keep personal, company, and home money in their own wallets and switch between them in a click. Each wallet tracks its own balance, transactions, and budgets, so business spending never gets tangled up with the grocery run.

Need the big picture? Open the All wallets view to see everything combined in one place. Your selected wallet is remembered per device, so you pick up right where you left off.

2

Work in any currency with live exchange rates

Record transactions in the currencies you actually use and let Pumpynotes handle the math. Live exchange-rate conversion keeps every total accurate, whether you are paying a supplier abroad or splitting a bill at home.

Mixed-currency wallets stay readable and comparable, so you always know what your numbers mean in the currency you think in.

3

Organize income and expenses by category, then set budgets that keep you honest

Log income and expenses and sort them into categories that fit how you actually spend. Clear categories turn a pile of transactions into a story you can read at a glance.

Set a budget per category to give each one a monthly limit, then watch your progress fill up as you spend. You will see when a category is on track and when it is heading over, before the month is gone.

4

Dashboards that turn numbers into decisions

Donut charts break down where your money goes by category, while trend charts show how income and spending move over time. In seconds you can spot what is growing, what is leaking, and where to cut.

Because the data updates as you add transactions, your dashboard always reflects today, not last month.

5

Stay ahead of upcoming and recurring payments

Set up recurring items for subscriptions, rent, and regular bills so they appear automatically instead of catching you by surprise. The upcoming view keeps what is due next front and center.

With recurring entries doing the repetitive work, you spend less time on data entry and more time actually deciding what to do with your money.

6

Share a wallet, put payments on reminders

Share a wallet with the people you choose, with view or edit permission per person. A joint household budget or team spending stays current for everyone at once.

Set reminders on transactions: get notified minutes, hours, or days ahead through the same channels as calendar events, so rent, subscription, and bill days stop being surprises.

See your whole financial picture in one workspace

Get started free
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