BGB Systems Integration
Ledger Lens
Secure cloud store
Expense analysis
Expenses by date range
Category mix
Import debits to populate the chart.
Actual expenses
Debits downloaded into the local transaction database.
| Date | Merchant | Category | Account | Amount |
|---|
Budget builder
Monthly category plan
Monthly amounts
Budget target for each category.
Debit categories
Changing a debit category remembers the payee for later downloads.
| Payee | Date | Amount | Category |
|---|
Budget dashboard
Monthly progress
Total budget
Add monthly amounts in Budget to start the forecast.
$0.00 spent
$0.00 budget
$0.00 forecast
Spending read
Pace based on month-to-date debit activity.
Category progress
Current month expenses measured against monthly targets.