Overview
—Monthly spend — 12 months
By category
Ledger
Transactions
Date
Merchant
Account
Category
CCY
Amount
Alt
Import log
A history of imported files — name, date, rows added, duplicates detected, category coverage — will appear here. Go to Import to add new transactions.
Import transactions
Drop CSV exports from your bank or credit card
Supported formats
✓ Chase (CSV)
✓ Amex (CSV)
✓ Citi (CSV)
✓ Apple Card
✓ Schwab (checking)
✓ HSBC HK (CSV)
✓ Hang Seng (CSV)
✓ Capital One (CSV)
✓ Bank of America
✓ Wells Fargo
✓ Standard Chartered HK (CC)
✓ Standard Chartered HK (account)
+ Auto-detect
Drop CSV files here
or click to browse — multiple files supported
General
Display and currency preferences that apply everywhere.
Display currency
Home currency for totals and normalized amounts. Native currency stays visible per transaction.
HKD → USD rate
Manual override. HKD is pegged — adjust only if needed.
1 USD =
HKD
Theme
Dark mode is coming in a future update.
Accounts
Banks and CSV import sources. Each file import is linked to one account.
Categories
The 19 categories used to classify every transaction.
Rules
Keyword rules that automatically assign categories on import.
Bulk-edit and triage features work best on desktop.
Never fired
Stale (>1 yr)
Over-specific
Conflicts
Hot (100+)
All
0 selected
Keyword
Category
Matches
Last fired
New rule
Merchant renames
Pattern rules that clean up raw bank descriptions on import.
Users
Household members. Each import is tagged to one person.
Data & privacy
Back up, restore, and manage your data.
Backup
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AI categorization
Powered by Cloudflare Workers + Anthropic.
Debug logging
Log sync activity to the browser console.
Danger zone
Permanently deletes all imported transactions. Rules, renames, and settings are preserved.