Overview
Upload your first statement to get started
Income
$0
Expenses
$0
Left over
$0
Savings rate
—
Net worth
—
from accounts
Top spending categories
No data yet
Monthly spending
No data yet
Upload Statement
Bank · Credit card · Venmo · Investments · PDFs supported
Drop your CSV, TXT, or PDF export here
PDFs read natively · Works with Fidelity, Schwab, Vanguard, any bank or credit cardor paste directly
Transactions
—
No transactions yet
Merchants & Stores
Where your money actually goes
No data yet
Category Breakdown
Income and expenses by category
Expenses
No data
Income
No data
Accounts & Net Worth
Track balances across all accounts
Net worth over time
Add accounts and snapshots to see trend
Record balance snapshot
Record this month's balance for net worth tracking.
All accounts
No accounts yet
Monthly Budgets
Set targets per category
Set a budget target
Budget vs actual
No budgets set yet
Recurring Bills
Upcoming and expected transactions
Upcoming (next 30 days)
No upcoming bills
All recurring
None defined
Savings Goals
Track progress toward what matters
No goals yet
Reports
Compare any two periods side by side
Compare periods
Transaction Rules
Auto-categorize by description patterns
Active rules (applied in order)
No rules yet
Investment Portfolio
Upload a brokerage statement or add tickers manually
Portfolio value
$0
Today's change
—
vs prior close
Positions
0
holdings tracked
Add holding manually
Holdings
No holdings yet
Statement Log
Every upload on record
No statements yet
Data & security
All data encrypted with AES-256-GCM before storage. Export JSON backups regularly.
Anthropic API Key (required for AI features)
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