Rogers Family Finances
A working command center for household and business money.
One place for our household, business, debt, and future goals.
Ready
Available Cash
$0Checking and savingsTotal Debt
$0Stored debt accountsMonthly Spending
$0Filtered from transactionsNet Worth
$0Household accountsFamily CFO
Rule-based insights generated from live app data.
All imported transactions are reviewed.
No bills are due in the next 7 days.
No budget category is over 95% used.
Available cash is below the preferred $5,000 cushion.
No debts are currently tracked.
Business expenses are 0% of revenue this month.
Debt payoff plan is complete.
Create a goal to track progress.
Debt Payoff Forecast
AVALANCHE with extra monthly payment.
Family Meeting Mode
A quick summary Ali can scan without digging through reports.
Cash Available
$0Household cushionBills Open
0Unpaid recurring billsDebt Timeline
0 moEstimated payoffRogers Holdings
$0Current profit/lossBudgets are currently under control.
All imported transactions are reviewed.
Transactions CRUD
Add, edit, delete, review, search, filter, categorize, and tag personal/business.
Add a manual transaction or import a CSV file.
Add Transaction
Every field saves to SQLite.
CSV Import Mapper
Upload, choose a preset, map headers, preview normalized rows, and decide how to handle duplicates.
Choose a sample or bank CSV, then map the columns before saving.
Budget Editor
Create, edit, delete, custom categories, and roll month to month.
Budget Progress
Green, yellow, red by usage.
Create monthly budgets to start tracking category progress.
Bills Center
Add, edit, delete, mark paid/unpaid, autopay, upcoming 7/30 days.
Recurring Bills
Tap an item to edit it.
Add recurring bills to see upcoming 7-day and 30-day obligations.
Debt Accounts
CRUD plus real snowball and avalanche math.
Debt Freedom Center
Tap an item to edit it.
Add credit cards, auto loans, or other debts to calculate payoff.
Goals Center
Create, edit, delete, contribute, track progress, estimate completion.
Goal Progress
Tap an item to edit it.
Create a goal for emergency savings, debt freedom, or the skating rink fund.
Business Cash
$0Rogers Holdings cashRevenue
$0Business incomeExpenses
$0Business outflowProfit/Loss
$0Current monthCategory Breakdown
Monthly budget and spending report.
Monthly Spending Trend
Net worth and spending trend placeholder from stored local history.
Business vs Personal
Separated by transaction scope.
Personal Spend
$0Household transactionsBusiness Spend
$0Rogers HoldingsExportable Monthly Summary
Use this for a family meeting or backup.
Debt-free estimate: 5/30/2026.
Goal progress: 0 active goals.
Settings
Manage accounts, categories, budget defaults, separation, theme, reset, and export.
Privacy: data is local SQLite. No bank credentials are stored. Export a backup before major edits.
Accounts & Categories
Tap an item to edit it.
Create household or Rogers Holdings accounts in Settings.
Uncategorized