Past
Horizon
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Income Categories +
Expense Categories −
Drop CSV or PDF bank statement here
or click to browse · CSV is more reliable when your bank offers it
Import History
Auto-Categorize Rules
Rules match against transaction descriptions (case-insensitive substring). The first matching rule wins.
Accounts & Starting Balances
Starting balance is the amount in each account on the starting date. All projections roll forward from here using your active transactions.
Preferences
Backup & Restore
Your data lives in this browser's localStorage. Export it as JSON for backups or to move between machines.
Danger Zone
Wipes all transactions, categories, and account balances. Cannot be undone.