Arca documentation

How Arca works, screen by screen — plus common questions and what's coming next.

About the pictures. The illustrations below are simplified mock‑ups of each screen, not live screenshots. They show the layout and the colour signals you'll see in the real app.

Overview

Arca is a budgeting app built on the envelope method: you take the money that is actually in your accounts right now and divide it among categories — your “envelopes” — then spend from those envelopes. You never budget money you don't have yet.

Four tabs cover everything:

Arca does not connect to your bank. You enter balances and transactions yourself. That keeps your banking credentials out of it entirely, and most people find that recording spending as it happens makes them far more aware of where the money goes. Automatic import is on the roadmap.

Quick start

The first pass takes about twenty minutes.

  1. Add your accounts. On Accounts, add every account that holds money — checking, savings, cash — and enter today's balance. Add credit cards, loans and investments too if you want them counted toward your net worth.
  2. Set up categories. On Plan, create category groups (Bills, Everyday, Savings…) with categories inside them — or turn on the starter set when you create the plan. Drag rows to reorder.
  3. Assign your money. Ready to Assign at the top of Plan is money that doesn't have a job yet. Click a category's Assigned amount and type what it should get. Keep going until Ready to Assign reaches $0.
  4. Give categories targets. Click a category name to open its details and set a target — a spending amount per week, two weeks, month or year, or a savings goal by a date. Arca then tells you how much to assign each month.
  5. Record what you spend. Open the account you paid from and add a transaction: date, payee, category, amount. The category's Available balance goes down.
  6. Handle overspending. When a category goes negative its row turns red. Cover it by moving money in from another category — click the Available chip and choose Cover from….
  7. Next month. New income appears as Ready to Assign — assign it. Whatever's left in each category rolls forward automatically.

That loop — assign, spend, adjust — is the whole method.

The Accounts tab

The left sidebar lists your accounts grouped into Budget, Debt, Assets and Closed, each with a running total. Click an account to open its register. “All Accounts” shows net worth and recent activity across everything.

Account types

The register

Transactions are grouped by day, newest first, with a running Balance column that reads correctly top to bottom — the oldest row shows just its own amount and each row above adds the next. The top row is your current working balance.

Checking
Sep 14OutflowInflowBalance
Whole Foods · Groceries42.182,013.44
Employer · Inflow1,860.002,055.62
Transfer → Savings300.00195.62
An account register: day‑grouped rows, split Outflow / Inflow columns, and a running balance.

Adding & editing transactions

Use Add transaction on an account, or click any row to edit it in place. A transaction has a date, payee, category, memo, and an amount entered as either an Outflow or an Inflow. The category picker groups every category under its group heading. Amount fields accept shortcuts — see Entering amounts.

Cleared & reconciling

The C dot on each row marks whether the transaction has posted at your bank yet. Click it to toggle. Cleared status is a reconciliation aid only — it never changes the budget math. The account summary shows Cleared, Uncleared and Working balances so you can tick items off against your statement.

Transfers

To move money between two of your accounts, add a transaction and choose the “Transfer: To/From <account>” payee. Arca creates both sides and keeps them linked — edit or delete one and the other follows. Transfers between two on‑budget accounts take no category and don't touch your plan.

Bulk edits & the right‑click menu

Select several rows with the checkboxes to set a category or delete them in one go. Right‑click (or long‑press) a single row for quick actions: mark cleared, categorise, move to another account, duplicate, turn it into a recurring schedule, or delete.

Planned Transactions

Each account has a collapsible Planned Transactions drawer listing upcoming occurrences of your recurring schedules for the next month, with a running balance and an Enter now button to post one early. See Recurring transactions.

Balance forecast

Below the drawer, a collapsible Balance forecast chart projects the account's balance forward — 1, 3, 6 or 12 months — by stepping through your future‑dated transactions and recurring occurrences. It marks the low point and flags the date the balance would drop below $0.

Debt accounts & payoff

Give a debt account an APR and a minimum / fixed payment and Arca shows a payoff projection: months to zero, payoff date, total interest, and a balance‑decline chart. If the payment is smaller than the monthly interest it says so.

The Plan tab

Ready to Assign & the monthly cycle

Ready to Assign is the cash sitting in your on‑budget accounts that you haven't assigned to any category yet. Each month the job is to get it to zero — every dollar has a job. The banner turns green at exactly $0, red if you've assigned more than you have.

Plan · September
Ready to assign$0.00
CategoryAssignedActivityAvailable
Groceries600.00−385.40214.60
Electric  ⚠ due 9/1840.000.0040.00
Car insurance70.00−158.00−88.00
Dining out0.000.000.00
Emergency fund150.000.001,900.00
The Plan board: Assigned this month, Activity this month, and the all‑time Available balance with its colour signal.

Category groups & layout

Categories live inside groups. Turn on Edit layout to add, rename, delete, and drag‑and‑drop groups and categories anywhere you like; turn it off to lock the layout so it can't change by accident. Groups collapse individually.

Assigning money

Click a category's Assigned cell and type an amount. It's a smart field: 3799 becomes 37.99, 100+50 evaluates to 150.00, and a leading subtracts from what's there — so −50 on a category pulls $50 back out and returns it to Ready to Assign. Full details in Entering amounts.

The Available chip

The colour of a category's Available amount tells you where it stands:

Click the chip to open a small menu that moves money in or out.

Covering overspending

An overspent category shows a red row with an inset bar. Click its Available chip and pick Cover from… — Ready to Assign or another category with a positive balance — and Arca moves exactly the shortfall. Under‑funded categories offer a one‑click Auto‑assign of what they still need.

Upcoming‑bill warnings

When a category has a planned (recurring) transaction coming up that its balance won't cover, the Available chip goes amber. If that shortfall would hit within a few days, the whole row turns orange and names the transaction and date. You choose the lead time in Plan settings → “Warn about upcoming overspending” (default 5 days).

Targets

A target tells Arca how much a category needs so it can tell you what to assign. Open a category and choose a kind:

Spending targets

“Refill this category to $X every week, two weeks, month or year.” Arca shows the per‑month equivalent as Needed this month.

Save a total by a date

“Have $X saved by a date.” Arca divides what's still needed by the number of months left and re‑paces every month: assign less than suggested and next month's figure rises to keep you on track; assign more and it falls. In the due month it asks for the whole remaining amount.

The row shows target met once you're at or above the amount for the month; the details pane shows a progress bar and an Assign to meet your target button.

Category details pane

Click a category name to select it. The right side of the Plan tab switches from the month summary to a details pane for that category: the Available breakdown (left over from last month, assigned, activity), any upcoming planned transactions, and the Target section with progress and quick‑assign.

Emergency fund
Left over from last month1,750.00
Assigned this month150.00
Available1,900.00

Save $6,000.00 by 03/01 · $525/mo, 8 months left

Needed this month525.00
The category details pane for a save‑by‑a‑date target.

Filters

A pill bar above the categories filters the list to Overspent, Underfunded, Overfunded or Has money, each with a live count. Empty groups collapse away. Your choice is remembered.

How money rolls over

A category's Available balance carries from one month into the next. A positive balance stays put — Arca never sweeps it back to Ready to Assign. A negative (overspent) cash balance rolls forward as a negative, so you see the hole until you fill it.

Recurring transactions

From an account, add a recurring transaction: an amount, a payee (or a transfer), a category, a frequency (weekly through yearly, or Custom… for any interval such as “every 3 weeks” or “every 10 days”), an anchor date, and an optional end date. Arca stores no future rows — it projects the occurrences on the fly.

The Reports tab

Four views share a date‑range picker (default: the last six months).

The Goals tab

The Goals tab is a placeholder for a future release. You can create goal entries today, but they aren't yet wired into the budgeting math. Savings goals that tie into your categories are on the roadmap; for now, use a save‑by‑a‑date target on a category.

Households & plans

A plan is one household budget — its own accounts, categories and balances. Everyone invited to a plan sees the same thing, and one subscription covers the whole household. You can run more than one plan (say, a household budget and a side business) and switch between them from the account menu in the top‑right.

The in‑app screen to invite members is on the roadmap. Until it ships, email support@arcabudget.com to have someone added to your plan.

Entering amounts

Every dollar field in Arca works the same way, keypad‑style:

Dates & time zones

Arca shows dates as mm/dd/yyyy and treats “today” using your device's time zone, so a transaction added late at night lands on the right calendar day for you.

Your account & sign‑in

Sign in with the email and password you signed up with. Change your password or display name under Account settings.

Troubleshooting

My running balance looks wrong on a day with an opening balance.

The balance column accumulates oldest‑to‑newest. The opening‑balance row should show its own amount; if a day looks off, check that transaction dates are correct.

FAQ

Does Arca connect to my bank?

Not yet — it's manual by design. Automatic import is on the roadmap.

Can I import my existing data?

Not yet. CSV import is planned, and automatic bank sync after that.

Can my partner use the same budget?

Yes — a plan belongs to a household and one subscription covers everyone in it. The in‑app invite screen is on the roadmap; email support to add a member for now.

Is there a mobile app?

Arca works in any mobile browser today; a dedicated iOS app is planned.

How do I budget for an annual bill like insurance or taxes?

Give the category a yearly spending target or a save‑by‑a‑date target set to the due date.

Why did a category's “needed this month” change?

For a save‑by‑a‑date target, Arca re‑divides what's still needed by the months remaining, so the figure moves as you get ahead or fall behind.

Is my data secure?

Traffic is encrypted with HTTPS, data is encrypted at rest, and everything runs on AWS.

Roadmap

What we're building and what's planned. No dates are promised — priorities move with feedback.

In progress
  • Mobile layout polish across the Plan and Reports screens
Next up
  • iOS app — enter transactions and check balances on the go (sign‑up stays on the web)
  • CSV import — bring in transactions and starting balances from a spreadsheet or another app
  • Household invites — invite members to a plan from inside the app
  • Goals tab — real savings‑goal tracking tied to your categories
Planned
  • Automatic bank connections / transaction sync
  • Scheduled auto‑assign — let targets fund themselves each month
  • Credit‑card handling — a payment category that builds as you spend on the card
  • Report exports (CSV / PDF)
  • Split transactions and better recurring‑transaction editing
  • Alerts for overspending and upcoming bills
Exploring
  • Budget templates for common household setups
  • Deeper spending insights and trends
  • Multi‑currency
  • Dark mode

Contact

Questions, bugs, feature requests — email support@arcabudget.com. Early feedback shapes what we build next.

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