💰 Budget

Income

$0.00

Expenses

$0.00

Net

$0.00

Spending by Category

Recent Transactions

3 Month Overview

Total Saved

$0.00

Unallocated

$0.00

New Goal

Name

Target Amount (cents)

Target Date

Add Transaction

Date

Amount (cents)

Set Budget

Add Category

Name

Color

Add Account

Name

Type

Last 4 Digits of Account Number

Import Transactions from CSV

Upload a CSV export from your bank. Map the columns below to match your file's format.

Column Mapping

Bank Preset

Date Column

Description Column

Amount Column

Type Column (optional)

Account Number Column

Balance Column

Credit Value (maps to "income")

📂

Click to upload or drag and drop a CSV file

Supports any CSV with mappable columns

Your Profile

Edit Profile

Name

💰 Budget

💰 Budget

Spending by Category

Recent Transactions

3 Month Overview

New Goal

Add Transaction

Set Budget

Add Category

Add Account

Import Transactions from CSV

Column Mapping

Review New Transactions

Your Profile

Edit Profile