Overview
—
Monthly spend — 12 months
By category
Ledger
Transactions
— transactions from recent imports need your eyes — new merchants, uncategorized, or possible duplicates.
—
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
✓ 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
Powered by Cloudflare Workers + Anthropic. No configuration needed.
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.
Currency audit
Checks all transactions from known banks against their expected currency (USD/HKD).
Debug mode
Log sync activity to the browser console (open DevTools → Console).