Features
Built for people whocare about their money.
Every feature is designed to give you accountant-level clarity over your personal finances. Try them all free for 14 days.
Bring in your transactions in seconds.
Export a CSV or Excel file from your internet banking and drop it in. Vendor rules categorise most rows automatically, and column mapping is yours to confirm.
- CSV and XLSX import with column auto-detection
- Saved per-account presets
- Vendor rules apply on import
- Manual entry for cash, gifts, and one-offs
Organise every dollar. Build your own system.
Create custom categories and groups that match how you think about money. Set up vendor rules to auto-categorise recurring merchants.
- Custom categories with colour coding
- Category groups for high-level views
- Vendor rules for automatic matching
- Quick recategorisation from any transaction list
Move money without breaking your numbers.
When you shift money between your own accounts, it shouldn't show up as income or an expense. Mark a transaction as a transfer and Jarrah keeps your in vs. out clean — totals, budgets, and reports all ignore the movement.
- Transfers excluded from income, expense, and budget totals
- Pair the two sides so net worth stays accurate
- Auto-detect and link transfers during CSV or Excel import
- Unmatched transfers flagged on the data-quality score
Budgets that adapt to your life.
Plan your income, recurring expenses, goals, and flexible spending in one place — then track every item against actuals as the period unfolds.
- Per-category and category-group targets
- Weekly, fortnightly, monthly, quarterly, or annual periods
- Goals tracked alongside spending
- Tracker view comparing budget vs. actuals in real time
Never miss a bill again.
Track every recurring expense and income source: rent, subscriptions, insurance, salary. See what’s due, what’s overdue, and exactly how much is spoken for.
- Weekly, fortnightly, monthly, quarterly, annual frequencies
- Overdue alerts on your dashboard
- Total recurring spend at a glance
- Link recurring expenses to transactions
Know how complete your financial picture is.
Jarrah scores your data quality based on categorisation, vendor assignment, and transfer matching. The higher your score, the more accurate your insights.
- Categorisation coverage percentage
- Vendor assignment tracking
- Transfer matching score
- Actionable improvement suggestions
Your everyday finances and portfolio, side by side.
Track investment accounts alongside your spending. Monitor portfolio value, contributions, and returns without switching apps.
- Portfolio value and gain/loss tracking
- Contribution history
- Return percentage calculations
- Investment transfers tracked separately
Track who owes what.
Keep a ledger of money owed, both directions. Perfect for splitting bills, tracking reimbursements, or managing informal loans.
- I owe / owed to me tracking
- Dashboard widget for outstanding amounts
- Mark as settled when resolved
- Overdue reminder alerts
Clear reports. Real insight.
Generate financial summaries and portfolio reports for any period. Print-ready layouts that look professional.
- Financial summary reports
- Portfolio summary reports
- Custom date range selection
- Print-optimised layouts
Your data stays yours.
Jarrah uses row-level security and modern auth. Your credentials never touch our servers.