No expense dataImport transactions or add expenses manually.
⋮⋮
Upcoming?
Mark a transaction as recurring to see upcoming expenses and income here. Open any transaction in Transactions and check "Recurring."
◆ Projected from recurring & scheduled transactions. Not actual charges.
Budget
⋮⋮
Period
to
⋮⋮
Budgeted Income
Budgeted Monthly Income?
—
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Spending Groups
⋮⋮Spending Flow?
◔
No expense dataImport transactions or add expenses for the selected month.
⋮⋮Expenses
Date
Merchant
Category
Amount
Group
No expense transactions for this period. Import transactions or add them manually in Transactions.
⋮⋮Transfers
Date
Merchant
Category
Amount
No transfers for this period.
Transactions
⋮⋮
Filter
Min $
Max $
to
⋮⋮
Recurring Rules
No recurring transactions yet. Open any transaction and check Recurring transaction to create a rule.
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Transactions
No transactions yet. Use ↑ Import CSV to bring in bank or app data, or + Add to enter one manually.
Accounts
?
Goals
?
Compound Interest Calculator?
For planning purposes only. Results are not guaranteed.
Forecast
⋮⋮
Summary
Pay Off
Save Up
⋮⋮
Goals?
Pay Off
Extra monthly payment?
Save Up
⋮⋮
Balance projections?
Pay Off
Save Up
⋮⋮
Goal Timeline
Pay Off
Save Up
For planning purposes only. Results are not guaranteed.
Income
?
Settings
Select a display mode.
Select the currency symbol used throughout the app.
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.
App Backup?
Downloads a complete .fulcrum.json file containing all your accounts, transactions, goals, net worth history, and settings. Store it somewhere safe — cloud storage, a USB drive, or email it to yourself.
Backup history
Timestamps of the last 20 backups exported from this browser. This is stored locally and does not track file content.
Permanently delete categories of data from this browser. These actions cannot be
undone. Export a backup first.
Transactions
—
Accounts
—
Goals
—
Paystubs
—
Net worth history
—
Budget settings
Categories, rules & income
Remove everything — accounts, transactions,
goals, history, and settings.
Fulcrum is built and maintained by a single developer. If it's helped you take control of your finances,
consider becoming a supporter — you'll receive a permanent supporter badge and help fund future features
like the upcoming Retirement planning tab.
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