Track. Plan.
Control.
Bring every account, bill, budget, goal, and transaction into one clear financial workspace—then see what your money looks like next.
- Private workspaceYour records stay separated
- Forward-lookingPlan 30–90 days ahead
- No card requiredStart with a free account
CheckingToday$4,921.18
SavingsCleared$8,410.00
Credit cardBalance−$1,204.61
MortgageDue in 2 days$1,250.00
ElectricAutopay$124.38
InternetScheduled$48.00
- Housing
- Groceries
- Other
OverviewPaycheck+$2,450.00
Groceries−$85.42
Electric−$124.38
Everything you need to understand your money
Daily bookkeeping and longer-term planning finally live in the same place.
A ledger that stays useful
Track cleared, today, and future balances. Split purchases across categories, attach receipts, and recover accidental deletions.
Bills without surprises
See overdue and upcoming bills, record payment history, manage autopay, and view everything on a real calendar.
Budgets that keep going
Create persistent monthly budgets with optional rollover and see exactly what is spent, available, and remaining.
Smart Timeline
Combine balances, bills, recurring income, expenses, and future transactions into a 30–90 day cash-flow forecast.
Goals with visible progress
Track savings goals, lending and borrowing, repayment activity, and the monthly pace needed to hit each target.
Search and reports
Find transactions by account, category, amount, date, status, or memo—and turn your records into useful reports.
A complete toolkit, not just a transaction list
Automate routine work, plan farther ahead, and keep control of your records.
Recurring automation
Schedule weekly, monthly, quarterly, or yearly income and expenses with optional automatic ledger posting.
Smart transaction rules
Automatically categorize payees, set transaction types, and route activity to the right account.
Debt payoff planning
Link debts to bills, separate interest and principal, estimate payoff dates from real payment averages, and drag debts into your custom payoff timeline.
Net worth and lending
See assets against liabilities while tracking money lent, borrowed, repaid, and still outstanding.
Planning calendars
View upcoming bills and recurring activity across adjustable 30, 60, and 90-day windows.
Flexible accounts
Group accounts, preserve opening balances, and disable old accounts without losing their history.
Import, export, and backup
Bring in CSV activity, export your records, and keep a portable backup of your financial workspace.
Household detail
Assign purchases to household members, split transactions across categories, and attach receipts or PDFs.
Categories that fit you
Create custom categories, organize them into groups, merge duplicates, and add colors and icons.
Transaction safeguards
Lock older transactions, recover deleted entries from trash, and keep linked bill records consistent.
Your dashboard, your way
Choose widgets, arrange columns, resize sections, and set independent date ranges for upcoming activity.
Installable and personalized
Install CheckbookHUB as a web app and choose from light, dark, blue, orange, green, Graphite, and Classic Ledger themes.
Know what your checking account will look like before the bills arrive.
Smart Timeline generates upcoming recurring events only when you need them, combines them with scheduled activity, and recalculates your projected balance after every event.
- Lowest projected balance and risk date
- Optional expected-spending estimate
- Account-specific 30, 60, and 90-day views
Your projected balance stays above $1,184 through August 2.
Start free. Upgrade when you want more power.
Free is built for real-life tracking. Pro adds the advanced planning, automation, and customization tools.
For everyday ledger tracking and a simple household setup.
- Unlimited ledger transactions
- Up to 3 financial accounts
- Up to 10 active bills
- Up to 5 recurring items
- Up to 5 monthly budgets
- Up to 3 savings goals and debts
- Custom debt payoff timeline
- 30-day Smart Timeline
- Email verification, Google sign-in, and reconciliation
$25 lifetime Pro through Buy Me a Coffee. For deeper planning, automation, attachments, and unlimited workspace growth.
- Unlimited accounts, bills, recurring items, budgets, goals, and debts
- 30, 60, and 90-day forecasting
- All dashboard widgets and customization
- Unlimited transaction rules
- Household members and split details
- Receipt and attachment uploads
- Full backup export and restore
- Money lending tracker, all themes, and priority support
BUILT FOR PERSONAL RECORDS
Your workspace is private by design.
Secure, HTTP-only sessions, rate-limited sign-in, tenant-separated records, and protected attachment access help keep each household’s data in its own lane.
Clear enough for today. Powerful enough for what’s next.
CheckbookHUB brings everyday money management together without turning your finances into a spreadsheet project.