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Accounts and transactions

All your accounts in one place

Your bank, your digital wallet, cash, your credit card, the dollars abroad: all in one place, with each balance and every transaction in sight. Recording an expense takes three taps.

The «Accounts and transactions» screen in Presupeso

Every account with its balance

Bank, digital wallet, cash, card, investment or loan: you create them in seconds and decide which ones are part of the budget. When you close one, its history is kept.

How it works
The «Every account with its balance» screen in Presupeso

Record an expense in three taps

Tap the big button, type the amount on the number pad, choose the account and the category, and it is saved. Made a mistake? Undo it instantly.

How it works
The «Record an expense in three taps» screen in Presupeso

One purchase, several accounts or categories

Paid part in cash and part by card, or the supermarket receipt has groceries and cleaning products: split it in one entry and each part lands where it belongs.

How it works
The «One purchase, several accounts or categories» screen in Presupeso

Find any transaction

Search by word, account, category, date or amount. Fix what went wrong or delete it, and the budget recalculates itself.

How it works
The «Find any transaction» screen in Presupeso

What arrives by itself, with your approval

What your AI records, what a bank statement brings or what another app of the family sends stays «To review». You approve them one by one or all at once: nothing slips in unseen.

How it works
The «What arrives by itself, with your approval» screen in Presupeso

Accounts in dollars and other currencies

Each account has its currency and each transaction keeps the rate of its day. You see everything in your currency without losing what is really in each account.

How it works
The «Accounts in dollars and other currencies» screen in Presupeso

Your net worth, total and this month

How much you really have, adding what you own and subtracting what you owe, and how it changed this month. You choose which accounts count and clearly see what is left out.

How it works
The «Your net worth, total and this month» screen in Presupeso

Accounts and transactions

Questions about this

Do I have to connect my bank?

No. Presupeso never asks for your bank password and does not connect to it. You (or your AI) record transactions, or you load the statement you download from your bank when you want to reconcile.

Does it work for cash?

Yes: cash is just another account. Precisely because it does not depend on the bank, it tracks the money in your wallet as well as the money in your account.

What if I have accounts in dollars?

Each account has its own currency. Presupeso stores the rate of every transaction and shows you the total in your main currency.

See it from the inside before you decide

In the demo you sign in with your account and we set up your own copy with sample data: a family budget with three months of transactions and a business. Try everything; nobody else sees it.