CSV Upload
Import Citi or Amex bank statements · Transactions are classified automatically
and synced to the budget engine across all tabs.
Total Transactions
0
no data loaded
Months Covered
0
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Income Detected
$0
0 transactions
Total Expenses
$0
0 transactions
Refunds
$0
0 transactions
✓ Data imported successfully. All tabs are now synced with the uploaded transactions.
View Transactions → Overview →
📅 12-Month Lookback
Annual Spend History
Upload 12 months of bank statements to populate the Summary Tracking Dashboard and budget engine baselines. Multiple files are merged automatically.
📊
Drop 12-month CSV files here, or click to browse
Supports Citi and Amex formats.
All months merged automatically.
Citi CSV Amex CSV Generic CSV
⚡ Last 15 Days
Recent Transactions
Upload the last 15 days of transactions to update the current month actuals on the Overview tab. This keeps your spending trackers current without re-uploading full history.
⚡
Drop recent CSV files here, or click to browse
Transactions older than 15 days will be ignored.
Supports Citi and Amex formats.
Citi CSV Amex CSV
Parsing…
Loaded Transactions
Upload a CSV file to preview parsed transactions
📂
No data loaded
Upload a Citi or Amex CSV file above.
Transactions will appear here after parsing.