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Everything you get

One tool. Every piece of your budget covered.

From envelope budgets to recurring entries, savings goals to monthly reports — here is every feature you get from day one, free.

Feature 01

Envelope budgets that actually hold.

Set a peso limit for every category before the month starts. Every transaction you log moves the bar — no manual tallying, no spreadsheet gymnastics.

  • Set a spending limit for every category before the month starts
  • Progress bars update instantly the moment you log a transaction
  • Replicate last month's envelopes in one click — no manual re-entry
budget.umbra.build/budgets

June 2026

Replicate BudgetsView All Months
BudgetStatus
GroceriesFood & Dining
₱3,800 spent₱1,200 left
76%
TransportTransport
₱2,100 spent₱400 left
84%
EntertainmentLeisure
₱3,850 spent₱350 over
Over
HealthcareHealth
₱880 spent₱1,120 left
44%

Entertainment is over budget by ₱350 — 4 days left in June.

Feature 02

Every transaction, in one place.

Log income, expenses, transfers, and payments between accounts. Filter by type or date range, search by name, or import a CSV from your bank and columns map automatically.

  • One place for income, expenses, transfers, and credit card payments
  • Filter by type, search by name, or pick a custom date range
  • Import from any bank CSV — no API key or bank linking required
budget.umbra.build/transactions

Transactions

+ Add Transaction

Total Income

+₱42,500

Total Expenses

-₱8,540

Net Flow

₱33,960

Avg Amount

₱8,508

AllIncomeExpenseTransferPayment
DescriptionTypeAmount

Monthly Salary

Salary

Income+₱17,500

Freelance Project

Freelance

Income+₱25,000

Tithe for Freelance

BDO Savings → Tithes

Transfer-₱2,500

SM Supermarket

Groceries

Expense-₱2,180

Meralco Bill

Utilities

Expense-₱1,840

Showing 1–5 of 28 transactions

‹12›

Feature 03

Goals that track themselves.

Create a savings goal, link it to an account, and progress updates automatically as your balance grows. No manual updates, no guessing how far you are from the finish line.

  • Create a goal and link it to any savings account for automatic tracking
  • Choose a fixed peso target or a "months of coverage" emergency buffer
  • Urgency badges (Critical, Building, Funded) show where to focus first
budget.umbra.build/goals

Savings Goals

Active (2)Completed (1)Archived (0)

Emergency Fund

Linked to BDO Savings

Building
₱58,000 of ₱100,00058%
₱42,000 remaining

New Laptop

Critical
₱12,000 of ₱50,00024%
₱38,000 remainingDue Dec 31, 2026

Feature 04

Recurring entries on autopilot.

Rent, salary, subscriptions — set them up once and the app creates the transaction on schedule. Your timeline fills itself in without any manual logging.

  • Set once — entries create themselves on schedule, every cycle
  • Daily, weekly, biweekly, monthly, and yearly frequencies
  • Pause or edit any rule without losing your transaction history
budget.umbra.build/recurring

Recurring Rules

+ New rule

Monthly Salary

Monthly

+₱42,000

Next: Jul 15

Condo Rent

Monthly

−₱8,500

Next: Jul 1

Meralco Bill

Monthly

−₱1,840

Next: Jul 14

Netflix

Monthly

−₱549

Paused

PLDT Internet

Monthly

−₱1,299

Next: Jul 5

4 entries auto-created on schedule · 1 paused

Feature 05

Import from any bank, in seconds.

No API integration. Export a CSV from your bank's website, upload it, and the wizard maps your columns and catches duplicates before anything is committed.

  • Export a CSV from your online bank portal, drag it in — done in under a minute
  • Auto-detects duplicate transactions and flags them before you confirm
  • Batch undo available for 30 days if you need to roll back an import
budget.umbra.build/import

Import CSV

Step 3 of 3

Upload

statement_june.csv — 50 rows detected

Map Columns

Date, Description, Amount — auto-mapped

3

Review & Import

47 ready · 3 duplicates skipped

DateDescriptionAmount
Jun 28SM Grocery−₱1,240
Jun 27Freelance — Acme Co+₱15,000
Jun 26Grab Ride−₱185

3 duplicate transactions detected and excluded. Review them before confirming.

Feature 06

Reports that tell the full story.

A live Financial Health Score across five pillars, KPI cards with trend indicators, Net Worth Trend, and one-click PDF statements — all in a single view.

  • Financial Health Score across 5 pillars — Solvency, Liquidity, Savings, Debt Management, Cash Flow
  • Net Worth Trend tracking total assets and liabilities over time
  • PDF-exportable statements — export a clean report in one click
budget.umbra.build/reports

Financial Analytics

Deep dive into your financial performance.

Jun 2026
Send Report
OverviewIncome & ExpensesBudget AnalyticsStatements
94/100

Excellent

Net Result

₱16,200

+12.3%

Inflow Velocity

₱42,000

0.0%

Burn Rate

₱25,800

+5.2%

Net Worth Trend

Net WorthAssetsLiabilities

Financial Health Breakdown

Solvency
100A
Liquidity
95A
Savings
82B
Debt Management
100A
Cash Flow
88A

What's next

In development

AI Budget Advisor.

We are building an AI assistant that reads your own transaction data and gives you specific, actionable insights — not generic advice. Ask it about your spending patterns, savings pace, or category trends.

This feature is not available yet. We will announce it in the changelog when it ships.

AI Budget Advisor

Based on your own data

Preview
You spent 28% more on Food & Dining this month vs your 3-month average. Your Food budget has ₱480 left with 4 days to go.
How much can I save this month if I stop eating out?
Based on your past dining patterns, skipping takeout for the last 4 days could recover ₱350–₱600 and put you back within your Food budget...
Ask anything about your finances...

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