CashCanopy
Everything you need to manage your personal expenses
Built for smarter tracking
1. Monitor Your Dashboard
Get an instant overview of balances, income, expenses, savings rate, and spending activity.
2. Review Transaction History
Access a complete history of your financial activity and quickly edit or remove transactions.
3. Track Transactions
Record income and expenses with detailed categories, descriptions, and dates to keep every transaction organized.
4. Manage Budget Categories
View category spending, track remaining funds, and stay within your monthly budget allocations.
5. Create Budgets
Set spending limits for different categories and monitor your remaining budget in real time.
6. Track Savings Progress
Monitor goal deadlines, saved amounts, and completion percentages to stay motivated.
7. Set Savings Goals
Create financial goals, define target amounts, and track your progress toward important purchases.
8. Analyze Financial Reports
Visualize monthly income and expenses with charts and category breakdowns for better financial insights.
9. Export Financial Reports
Generate professional PDF statements containing transactions, balances, and savings goals.