On the Planner page, users can:

1. Create Income, Savings or Expenses categories

2. Update or Delete various categories

3. Budget an amount for each category

4. Define Fixed and Variable expenses

5. Track all income with the zero-based indicator (Insight Card #1)

6. Monitor fixed and variable expenses by amount and percentage (Insight Card #2)

7. View total budgeted savings and savings rate

8. View total budgeted expenses and expense rate

On the Tracker page, users can:

1. Create, Update or Delete a transaction record

2. Quick add Credit or Debit transaction

3. Mark if a transaction is claimable or by default, not claimable

4. Track days since and date of last tracked transaction (Insight Card #2)

5. Track total claimables amount (Insight Card #3)

6. Filter all transactions by Year and Month

7. Filter all transactions by Income, Savings, Expenses

8. Filter all transactions by Credit or Debit

On the Dashboard page, users can:

1. Track debit account balance and the amount required to pay credit card bills (Insight Card #1)

2. Track credit card charges (Insight Card #2)

3. View income and savings progress

4. View all expense categories, along with their budgeted and actual amounts, percentage completed, and remaining or exceeded amounts.

5. Show Actual Expenses (this will exclude claims and fixed expenses)