TEMPLATE
Personal Finance
Know exactly where your money goes — and where it should.

What's included
Monthly budget by category
Income sources and spending categories set up once. Budget vs actual visible at any point in the month.
Transaction logging
Log transactions manually or import from CSV. Every expense categorized. No month-end surprise.
Savings goals with progress tracking
Emergency fund, vacation, down payment — each as a savings goal with target amount and deadline.
Net worth tracking
Assets minus liabilities updated monthly. Your net worth trend over time visible as a chart.
Bill and subscription tracker
Recurring bills and subscriptions logged with amounts and due dates. No forgotten subscriptions.
AI spending analysis
Ask the AI to analyze your spending and surface categories where you're consistently over budget.
MODULES INCLUDED
WHO IT'S FOR
Anyone who wants a clear picture of their finances without a dedicated finance app or a messy spreadsheet.
TIME TO VALUE
10 minutes
from blank to fully running
I was 38 years old and didn't have a real picture of my finances. A week after setting up GFunnel I found $340/month in subscriptions I'd forgotten about.