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Budgets · goals · one-page dashboard

Every expense gets a divider of its own.

Yiakliresi is a financial planner you fill in by hand. Type an expense, give it a category, and watch that category’s budget bar move. Your bank stays out of it.

  • No bank connection, ever
  • A budget bar per category
  • Goals with a deadline
My planner Example data

This month’s budgets

Fed by the entries in the demo below

Example planner. Switch tabs, tick an alert, drag this note.

The dividers

Five sections that keep your money in order.

Entries feed categories, categories feed budgets, and everything lands on one dashboard.

Someone paying by card at a laptop

Log a purchase in seconds

Amount, date, payee, category. Type it in while you are still at the till, and the rest of the planner updates around it.

  • Four fields per entry
  • Edit or delete any line
  • Income and expenses

Try it

Add an expense. Watch the bar.

Type an amount, a payee and a category. The budget bars on the right and the Budgets tab at the top of the page update straight away. Export the example as a CSV file when you are done.

Example ledger, saved only in this browser

Through the month

Where the planner fits.

  1. An open notebook ready for the month’s plan
    Day 1

    Set the budgets

    One amount per category for the month ahead.

  2. A woman checking her phone
    Every day

    Log as you go

    Four fields, then back to your day.

  3. A hand holding a coin
    Payday

    Feed a goal

    Add to the emergency fund and see the bar move.

  4. A woman checking her laptop at the kitchen counter
    Mid-month

    Check the page

    Income, expenses and every bar at a glance.

  5. Someone writing plans in a notebook
    Month end

    Export and reset

    Save the report, then plan the next month.

Getting set up

Three sheets to fill in.

  1. Sheet 1

    Choose your categories

    Keep the ones you need, add your own, and give each a monthly budget.

  2. Sheet 2

    Log what you spend

    Enter amount, date, payee and category on your phone or laptop.

  3. Sheet 3

    Read the dashboard

    See budgets, goals and the month on one page, and export a report.

Good to know

What goes in the planner, and what stays out.

  • Entries you type in yourself
  • Your own categories and budgets
  • Savings goals with deadlines
  • Alerts and exportable reports
  • No bank login or account sync
  • No investment advice
  • No stock or market data

Plans

Pick a plan. Open every divider.

Every plan includes entries, categories, budgets, goals, the dashboard, reports and alerts. Cancel from your profile whenever you like.

Questions

Before you start.

01Does Yiakliresi connect to my bank?

No. You enter every transaction yourself, so no bank login is ever asked for and nothing is pulled from your accounts.

02Can I make my own categories?

Yes. Start from the ready-made list, then add, rename or remove categories. Budgets and reports follow them.

03How do alerts work?

When a category gets close to its budget, the planner shows an alert so you can slow down before the month ends.

04Can I export my data?

Yes. Reports can be exported, so you can keep them, print them or open them in a spreadsheet.

05Does it work on my phone?

Yes. Use it on a phone, tablet or laptop with one login, and your entries are there on every device.

06Is there a trial?

Yes, on plans that show a trial line, such as a 3-day trial. The price after the trial and the billing period are shown on each plan before you subscribe, and you can cancel from your profile.

07How do I cancel?

Open your profile, go to your subscription and cancel there. You can also contact our support team.