Fulcrum Personal Finance

⋮⋮ Summary

⋮⋮ Net worth over time?

⋮⋮ Cash flow?

⋮⋮ Spending breakdown?

⋮⋮ Upcoming?

Budget

⋮⋮ Period

⋮⋮ Budgeted Income

Budgeted Monthly Income?

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Set budgeted income:

⋮⋮ Spending Groups

⋮⋮ Spending Flow ?

⋮⋮ Expenses

Date	Merchant	Category	Amount	Group

⋮⋮ Transfers

Date	Merchant	Category	Amount

Transactions

⋮⋮ Filter

Min $

Max $

⋮⋮ Recurring Rules

⋮⋮ Transactions

Settings

Appearance

Select a display mode.

Select the currency symbol used throughout the app.

Backup & Restore

App Backup?

Downloads an encrypted .fulcrum backup containing all your accounts, transactions, goals, net worth history, and settings. You set a 4-digit PIN at download time — keep it safe, as it is required to restore.

Backup history

Timestamps of the last 20 backups exported from this browser. This is stored locally and does not track file content.

Import

Transactions

Import from Monarch Money, YNAB, Mint, Quicken, Copilot, or most bank CSV exports. Duplicates are skipped automatically. Export the currently filtered view as a spreadsheet-ready CSV.

Accounts

Import account balances from a Monarch Money or compatible CSV. Export your current account list with balances and rates.

Support Fulcrum

Check for Update

Fulcrum is served as a cached web app. Use this to check whether a newer version has been published and apply it immediately.

Current version:

About

Fulcrum — Personal Finance

Unauthorized copying, redistribution, or modification of this software, via any medium, is strictly prohibited. Proprietary and confidential.

This app runs entirely in your browser. No data is transmitted or stored on any server.

Questions or feedback? Reach us at matt@fulcrumpf.com

Delete Data

Permanently delete categories of data from this browser. These actions cannot be undone. Export a backup first.

Transactions

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Accounts

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Goals

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Paystubs

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Net worth history

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Budget settings

Categories, rules & income

Remove everything — accounts, transactions, goals, history, and settings.