USE CASE · PERSONAL FINANCE
Know exactly where your money goes — and where it should.
Budget tracking, expense logging, savings goals, and net worth — managed in one workspace without a spreadsheet or subscription finance app.
SOUND FAMILIAR?
- Money going out faster than you can track it — you find out at month-end
- Savings goals with no visibility into whether you're actually on pace
- Financial data spread across bank apps, spreadsheets, and memory
THE MODULES
Everything you need. Nothing you don't.
Finance Tracker
Income, expenses, net worth, and monthly budget — all in one view
Goal Tracker
Savings goals with progress tracking and milestone alerts
Notes & Docs
Financial notes, tax prep docs, and account references
AI Assistant
Spending pattern analysis and savings opportunity summaries
Tasks
Bill due dates, financial to-dos, and recurring payment reminders
How it works
Set your monthly budget
Add income sources and expense categories in the Finance Tracker. Your budget is live in minutes.
Log transactions
Manual log or import from CSV. Every transaction categorized and visible against your budget.
Set savings goals
Add savings targets with deadlines. The Goal Tracker shows progress against each one in real time.
Review monthly
At month end: what came in, what went out, how goals are tracking. Clear picture. No surprises.
1 week
to full financial picture
from setup to knowing exactly where every dollar goes
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. The workspace paid for itself in month one.
Free forever. Unlimited seats.
Create a workspace. Add the modules you need. Be running in minutes.