4
Accounts per subscription
∞
Budgets and transactions
1
Plan with everything included
Share access without losing control
Control who can edit and who can only view. Threaded comments and per-member breakdowns keep shared budgets accountable.
- Owner, editor, and viewer roles per budget
- Threaded comments on any transaction
- Per-member spending breakdown on shared budgets
Costco run
Mar 12 · Groceries + Household
Alex · 2h ago
Split between groceries and cleaning supplies?
Start from a template
Adapt when the month shifts
Real budgets change mid-month. Moniepot gives you tools to adjust without starting over or editing dozens of transactions.
- Built-in and custom budget templates
- Move allocation between categories in one step
- Category rollover with a 24-hour undo window
Six ways to get transactions in
No bank connection. Pick the method that fits how you track, from a quick photo to a full CSV import.
OCR extracts amount, date, and merchant from a photo.
Flexible column mapping with inline error fixes in preview.
Spreadsheet-style batch entry for up to 50 rows at once.
Monthly or weekly grid; tap a day to pre-fill quick entry.
Divide one purchase across two to ten categories.
Multi-factor matching flags likely duplicates before you save.
Less manual work, better timing
Set schedules once, get warned early, and see where the month is heading before it ends.
Recurring income and expenses
Weekly, bi-weekly, monthly, or custom schedules with pause, resume, and manual processing.
Smart alerts and weekly digest
Threshold alerts, spending velocity warnings, and an optional weekly summary email.
Insights and forecasts
Category performance, expense breakdown charts, and projected end-of-month totals.
Privacy by design
Moniepot is manual-first. Your banking credentials are never part of the product.
No bank connection
You choose what enters the app via entry, scan, or import.
AES-256 encryption
Data encrypted at rest on secure infrastructure.
CSV export anytime
Download budgets and transactions whenever you need a copy.
English and French
Full app localization with saved language preference.
Complete capability reference
A scannable checklist of what ships today. All included in your subscription.
Budgets & goals
Category spending limits
Progress bars and 80% threshold alerts
Savings goals
Milestones, forecasting, and goal templates
Assigned income tracking
See allocated vs. unassigned income per budget
Budget duplication
Copy last month's budget including categories
Transactions
Quick entry
Recent categories and smart suggestions
Transaction comments
Threaded notes for shared budget questions
Inline list editing
Sort, filter, and edit from the transaction table
Multi-currency
Locale-aware symbols and number formatting
Sharing & alerts
Email invitations
Pending, accepted, and expired status tracking
Shared budget activity alerts
Notify when partners add or edit transactions
Goal milestone celebrations
In-app recognition at 25%, 50%, 75%, and 100%
Offline browsing
Cached data loads instantly on repeat visits
Platform
Dark mode
Light, dark, or system theme
Group subscriptions
One owner manages billing for up to four members
Data export
CSV download from account settings
Playground integration
Send calculator results into the app workflow