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Life OS Money

Position
Net worth
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Safe to spend
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Pockets
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Accounts

The maths

Pockets

Locked pockets are real Revolut vaults or IBKR — the money has left the spending account. Restaurant and Fun are card pockets: set their balance by hand after topping them up in Revolut.
Context
Cash flow
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Savings
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Trading
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This month

Income by source

Trends

Goals backed by real accounts

A goal's value is its account's balance — nothing is tallied. Contribute = you moved money; the balance follows.

Trading

Detail
Spending
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Upcoming
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Tax
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Transactions
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Budgets

Categories & merchants

Bills

Bills

Tax reserve

Ledger

Income
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Expenses
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Net
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Transactions
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Wishlist

Wishlist

Purchased

Edit balance

New account

New savings goal

Contribute

Allocation rules

On every income, in priority order. A rule with a source filter is taken off the top; the rest see what is left.

New Bill

New Wishlist Item

Edit Transaction

Monthly budgets

Per-category limits for . Empty or 0 = no budget.

Delete transaction?