Projects
Group transactions by project — whether it's a home renovation, a side business, or a trip. Each project gets its own dashboard showing income, expenses, and progress.
Triplex - Dashboard
Overview of your financial status
| Name | Type | Amount | Transaction Date |
|---|---|---|---|
| John Doe | Income | $1,000.00 | 2026-02-02 |
| Joe Tremblay | Income | $925.00 | 2026-02-02 |
| CIBC Mastercard | Expense | $347.99 | 2026-01-28 |
| Hydro-Quebec | Expense | $193.78 | 2026-01-21 |
| Name | Type | Amount | Transaction Date | Account | Document link | |
|---|---|---|---|---|---|---|
| John Doe | Income | $1,000.00 | 2026-02-02 | RBC | ||
| Joe Tremblay | Income | $925.00 | 2026-02-02 | RBC | ||
| CIBC Mastercard | Expense | $347.99 | 2026-01-28 | CIBC | ||
| Hydro-Quebec | Expense | $193.78 | 2026-01-21 | RBC | ||
| John Doe | Income | $1,000.00 | 2026-01-02 | RBC | — |
0 of 5 row(s) selected.
Projects
Organize transactions by project. View all projects and open a project dashboard for income and expenses.
Key capabilities
Project dashboards
Each project gets a dedicated view with income, expenses, and net totals.
Transaction grouping
Assign any transaction to a project for organized financial tracking.
Multi-project view
See all your projects at a glance with status and financial summaries.
Income & expense split
Understand the financial health of each project with clear breakdowns.
Related features
Trust and advice boundaries
Bernli provides budgeting tools, transaction organization, and AI-generated informational summaries. It does not provide financial, investment, tax, or legal advice, and AI outputs should be reviewed before use.
Ready to organize your budget data?
Signups will open soon while we finalize launch details.