Good morning, Kyle & Jeni
Your financial overview
Net worth
—
Assets minus liabilities
WF balance
—
Checking ••1775
Chase owed
—
Credit card
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
WF vs Chase
Daily spend
Last 30 days
Transactions
All activity — click a category to recategorize
Merchant
Category
Account
Amount
Trips
Travel spending by trip
Trends
Spending patterns over time
Weekly spend
Last 8 weeks
WF vs Chase
This month
Category trends
Last 3 months
Budget Builder
Build a realistic budget from your actual spending history
Import CSV
Data merges cumulatively — re-importing the same period won't duplicate transactions
Wells Fargo
Checking ••1775
Chase
Credit card
How to download
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 current balances from your statements to update net worth and AI context.
Categories
Your spending categories. Add custom ones or adjust budgets here.
AI assistant
Anthropic API key for the chat panel. Get yours at console.anthropic.com
Category learning rules
Auto-applied when importing. Click a category pill on any transaction and check "Remember this" to add rules.