Good morning, Kyle & Jeni
Your financial overview
Net worth
—
Assets minus liabilities
Total assets
—
Checking balance
Credit card owed
—
Chase balance
This week
—
This month
—
Biggest category
—
Spending by category
This month
Daily spend
Last 30 days
Recent transactions
Spending & Budgets
Monthly limits vs actual
By account this month
Wells Fargo vs Chase
Daily spend
Last 30 days
Transactions
All activity — click a category pill to recategorize
Merchant
Category
Account
Amount
Trips
All travel spending grouped by trip — tag transactions from the Transactions page
Trends
Spending patterns over time
Weekly spend
Last 8 weeks
WF vs Chase
This month
Category trends
Last 3 months
Import transactions
Data is merged cumulatively — re-importing the same period won't duplicate transactions
Wells Fargo
Checking ••1775
Chase
Credit card
How to download your CSV
Wells Fargo
Sign in → checking account → Download Activity → CSV → select date range → Download
Chase
Sign in → credit card → Download → CSV → select date range → Download
Settings
Account balances
Enter your current balances from your bank statements. Updates the net worth display and AI context.
Monthly budgets
Set your spending limits per category
AI assistant
Anthropic API key powers the chat panel. Get yours at console.anthropic.com
Add another account
Coming soon — you'll be able to add Amex, Barclays, Merrill Lynch, or any other account and import its CSV here.
For now, import any account's CSV using the Import CSV page and the app will accept it. The account name in the sidebar can be updated here once multi-account support is added.
Category learning rules
When you recategorize a transaction the app learns for next time. These are your saved rules.
No rules yet.