Money In
—
— transactions
Total Spent
—
— transactions
Net
—
Income minus expenses
Payroll
—
From transactions
Top Expenses
Income Sources
Recent Transactions
| Date | Description | Category | Amount |
|---|---|---|---|
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All Transactions
| Date | Description | Category | Type | Amount | Notes | |
|---|---|---|---|---|---|---|
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Import Bank Statement (CSV)
📋 Before you import — prepare your CSV file:
- Export your bank statement as a CSV file.
- Open it in Excel or Google Sheets.
- Delete any summary rows at the top — rows like "Beginning balance", "Total credits", "Total debits", "Ending balance".
- Make sure row 1 is the column headers (Date, Description, Amount) and row 2 onwards are your actual transactions.
- Save the file and import it below.
Click to select CSV or drag & drop here
Exports from most banks: Chase, Wells Fargo, Bank of America, etc.
Map Your Columns
Match your CSV columns to our fields below, then preview before importing:
Preview (first 5 rows)
Ready to import
⚠️ Review the preview above carefully. If you see summary rows like "Beginning balance" or "Total credits" — cancel, delete those rows from your CSV file, and re-import.
Expense Breakdown
| Category | Transactions | Total | % of Expenses |
|---|
Visual Breakdown
Manage Categories