Dashboard

Total Balance
$0.00
This Month Income
$0.00
This Month Expenses
$0.00

Spending by Category

Income vs Expenses

Recent Transactions

Add Transaction

All Transactions

View and manage your transaction history

Budget Management

Set and track your spending limits

Analytics & Insights

Detailed financial analysis

Monthly Trends

Category Breakdown

Daily Average Spending

Payment Methods

Income Sources

Savings Rate

Import Transactions

Upload Excel/CSV files to bulk import transactions

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Upload Excel or CSV File

Your file should have columns: Date, Amount, Category, Description, Type (income/expense)

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File Format Guide

Required Columns:

  • Date - Format: YYYY-MM-DD or MM/DD/YYYY
  • Amount - Numeric value (positive)
  • Category - Category name
  • Type - "income" or "expense"

Optional Columns:

  • Description - Transaction description
  • Payment Method - How you paid
  • Notes - Additional notes