Sumwise vs Monthly

Sumwise is a private expense tracker that helps you scan receipts, organize bills, track spending, and log income in one calm workflow. Use Sumwise for free: - Manual entry for income and expenses - On-device archive for receipts and documents - Basic spending insights and archive search - Starter lessons for better money habits Upgrade to Sumwise Premium for: - Unlimited receipt scans - PDF bill and statement imports - Daily money calendar and deeper insights - Full lesson library and daily challenges Why Sumwise: - No account required - Your records stay on your device - Simple subscription management through Apple

Monthly shows what’s left of your income after rent, bills, and subscriptions – without tracking every coffee. Add your income and recurring expenses once. Monthly uses their schedules and due dates to work out your budget. FIXED COSTS WITHOUT THE MATH Rent every month, insurance once a year: Monthly includes each payment in the budget month it falls in. You can plan for one-time income and expenses, too. YOUR BUDGET, YOUR SCHEDULE Choose when your budget month starts, whether that’s payday or another date that suits you. Roll your remaining budget into the next month if you want to, and make adjustments when needed. HOUSEHOLDS & ACCOUNTS Manage separate households and assign income and expenses to accounts. See the budget for each account as well as your household total. REMINDERS ON YOUR TERMS Set a reminder for an individual expense. You choose the day and time, and Monthly sends you a notification. CATEGORIES & INSIGHTS Group expenses into categories such as housing, transportation, or leisure, with colors and icons of your choice. See how your income, expenses, and budget change over time. WIDGETS & QUICK ACCESS Check your monthly budget and upcoming expenses from your Home Screen, without opening Monthly. The Control opens the new-expense form straight from Control Center. CSV EXPORT Export your income and expenses as a CSV file to review them in a spreadsheet or use them elsewhere. FREE & PRIVATE No ads, tracking, subscription fees, or sign-up. Monthly stores your entries locally on your device, with no cloud syncing. Plan your month knowing what’s left for you.