Dashboard
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Spending by category
Monthly trend
Top merchants
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Transactions
Import transactions
Drop CSV exports from your bank or credit card
Supported formats
✓ Chase (CSV)
✓ Amex (CSV)
✓ Citi (CSV)
✓ Apple Card
✓ 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
Rules
Category rules
Keywords matched against descriptions on import. Use "Apply + save rule" in the transactions view to add these from real transactions.
Rename rules
Descriptions containing a pattern are renamed on import. Use "Rename + save rule" in the transactions view to add these from real transactions.
Settings
AI categorization
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USD / HKD rate
HKD is pegged — adjust only if needed.
1 USD =
HKD
Data backup
Your data syncs automatically to the cloud. Backups are an extra safety net — save to Dropbox periodically.