Projects · transactions · reports

Know where your money goes, project by project

FinCentric helps you organize finances into workspaces, categorize every transaction, and review clear monthly reports — without spreadsheets or clutter.

  • Multi-project workspaces
  • Income & expense categories
  • Searchable transaction history
  • Monthly reports
Dashboard overview

Net balance · June

+$1,360

Income $4,250 Expenses $2,890

Apr

+$920

May

+$1,080

Jun

+$1,360

Recent transactions

  • Client invoice — June

    Freelance income · Studio work

    +$1,200

    Today

  • Weekly groceries

    Food · Household

    -$86.40

    Yesterday

  • AWS hosting

    Software · Studio work

    -$42.00

    Jun 17

Multi-project workspaces Income & expense categories Receipt attachments Search & date filters Monthly reports Team collaboration
Features

Everything the app actually does, in one place

Built around projects, categories, transactions, and reports — the same flow you use inside the dashboard.

Project workspaces

Keep personal, freelance, and shared finances in separate projects with their own categories and history.

Fast transaction logging

Record income and expenses with descriptions, dates, and optional receipt images.

Flexible categories

Create income and expense categories per project so every entry stays organized.

Reports that explain spending

Monthly summaries, category breakdowns, and cash-flow trends across each project.

Shared projects

Invite members with role-based access for households, teams, or client work.

Your data, your account

Simple authentication and private project data — no ads, no noise.

Product

From quick entries to answers you can trust

Log transactions in seconds, filter history when you need to dig in, then open per-project reports for monthly summaries and category breakdowns.

Transaction history

Search, filter by date range, and paginate through project activity.

Cash flow & breakdowns

See income vs expenses over time and where spending concentrates.

Month-aware dashboard

Your overview highlights the current month with recent activity and top categories.

Household · June report

Category breakdown

Food $420
Transport $180
Utilities $126

Filtered results

24 transactions

Search: “grocery” · Jun 1–30

How it works

A simple flow from setup to insight

Four steps that mirror the app: create structure first, log activity consistently, then use reports to understand trends.

01

Create a project

Set up a workspace for personal spending, a side business, or a shared budget.

02

Define categories

Add income and expense categories tailored to how that project actually runs.

03

Log transactions

Capture spending and income with dates, notes, and optional receipt attachments.

04

Review reports

Filter history, compare months, and open per-project analytics when you need answers.

Ready to organize your finances?

Create an account, add your first project, and log a transaction in minutes.

Clarity starts with one transaction

Stop guessing. Create a project, define your categories, and let the dashboard and reports show you what changed.

Get started free