At the heart of Banzai lies the transaction screen, from where you will enter new transactions and review existing ones. This is your personal finance command center: the place where you will use Banzai the most.

On the left hand side of the page is the list of existing transactions. In the center lies the transaction form itself, with a chart of your jar balances appearing on the right. The balance in your Reserves jar is shown prominently at the top of the list, highlighting its role as the key indicator of your financial health. This chart offers, at a glance, an overview of how much you can spend from each jar right now. As you enter transactions, the balances adjust to reflect your spending activity.

The transaction form itself is straightforward and easy to use. After providing some basic information on the transaction, you'll tell Banzai which accounts and jars you used. Banzai tracks both where your money is (using accounts) as well as what it is for (using jars). Click Save and you're done!

Because you'll be using the transaction screen a lot, we've built in many time-saving shortcuts.

• Transaction Uploads:

  Banzai can create transactions automatically from the Quicken or Microsoft Money data files available for download from most online banking websites.




• Transaction Templates:

  Enter repeating transactions such as paychecks and mortgage payments with only one click.




• Categorization:

  Income and expenses can be categorized for tax and reporting purposes.




• Transaction Search:

  You can search for any existing transaction by title, date, account, jar, or memo.




• Auto-Suggest:

  We'll try to anticipate your next move by suggesting entries for each field before you've completed it.




• Auto-Calculate:

  Banzai works automatically to ensure that your jars and accounts always remain in balance.