💰 Finance Dashboard

Income
$0
Expenses
$0
Net
$0
Savings rate
0%
Transactions
0

Spending by category

Income vs expenses

Net cash flow over time

Top merchants

Category trend

Date Description Category Account Amount
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Import bank statement CSV

Drag a CSV file here, or click to browse. Columns are detected automatically. Your data never leaves this browser — everything is stored locally.

Drop CSV here or click to browse

Sample data

Try the app with generated sample transactions.

Categorization rules

Rules match transaction descriptions in order. First match wins. Custom rules run before the defaults.

PatternCategoryMatches

Built-in rules

PatternCategory

Monthly budgets

Set a monthly spending cap per category. Progress bars show the current month.

Settings

Data