Compass
See everything, sort what's mine.
Where do we stand?
Pick up wherever you left off.
See where we stand
Dashboard
Where you stand at a glance — savings, what needs attention, net by entity.
Cashflow & Runway
Money in vs out each month, and how long savings lasts at this pace.
Minimum Necessary
Your bare-minimum monthly nut — essentials only — and the runway it buys.
Scenarios
What-if sandbox: cut spending, add income, watch your runway change.
Profit & Loss
Income, expenses, and net — sliceable by period, drill into any bucket.
Manage the money
Import
Add transactions from a bank CSV. Duplicates skipped automatically.
Categorize
Give each new transaction a bucket, one at a time.
Rules
Auto-sort repeat charges so you only hand-sort new merchants.
Balances
Set each account's starting balance so Compass shows real cash on hand.
Colin & Heather · Personal, CRM, and Rental — more sets of books as Compass grows.
Use it like an app:
on your phone tap Share → “Add to Home Screen.” On Mac, look for the install icon in the address bar.