Total Transactions
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Revenue
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Expenses
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Net Profit
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income - expenses

Top Expense Categories

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Recent Transactions

Date Description Category Amount
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Date Description Category Amount
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Upload Bank Statement CSV

Drag & drop a CSV file here, or click to browse.
Supports most bank export formats (Chase, BoA, Wells Fargo, etc.)

Supported CSV Formats

ColumnAccepted NamesRequired
DateDate, Transaction Date, Posting DateYes
AmountAmount, Transaction Amount, Net AmountYes*
DescriptionDescription, Memo, Details, Narrative, PayeeRecommended
DebitDebit, Withdrawal, Charge*If no Amount
CreditCredit, Deposit, Payment*If no Amount

Weekly Financial Reports

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