Know where the money goes — and how long it lasts.
Transactions with OFX import, category splits and project allocation, multiple accounts, budgets, budget-vs-actual comparison, and bank reconciliation.
Financial
Why use it
Category splits and per-project allocation.
Budgets + budget-vs-actual comparison and MRR.
Financial
Frequently asked questions
Can I import bank statements?
Yes, OFX import and bank reconciliation are built in.
Can I split a transaction?
Yes — category splits (with a remaining-amount indicator) and percentage-based project allocation.
Is it in all plans?
The Financial module is available from the Starter plan and up.
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Documentation Works well with
TREX / One platform. Many flows.
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