Overview (This Month)
Income
$0
Fixed
$0
Variable
$0
Leftover
$0
By Category (with Rollovers)
Quick Add (Chat)
Examples: "12.99 dining Starbucks USD 2025-08-07", "income 2500 USD 2025-08-01 Salary"
Top Merchants
Transactions
Date | Merchant / Note | Amount (base) | Orig | Category | Source |
---|
Categories & Monthly Budgets
Auto-Classification Rules
Map merchant keywords/regex to categories. Example: "/^UBER/i" → Transport
Add Income
Date | Source | Amount (base) | Orig |
---|
Fixed Monthly Expenses
Day | Name | Amount (base) | Orig |
---|
Receipt OCR (Images)
Drop or select images of receipts. We'll OCR, detect merchant & total, suggest a category, and add.
Import CSV / Assistant Paste
Upload CSV (Date, Description, Amount[, Currency]) or paste ASSISTANT_TRANSACTIONS_V1 below.