Import
· Begin your financial journey
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FILES
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LAST IMPORT
Transform your data into insights
Smart Money, Smarter Decisions
bank_statement.csv
01/15,CHECKCARD WHOLEFDS,-127.43
01/14,ACH CREDIT PAYROLL,4250.00
01/13,POS DEBIT SHELL,-52.18
01/12,RECURRING NETFLIX,-15.99
credit_card.xlsx
12/28,UBER *TRIP,-34.50
12/27,SQ *COFFEE,-8.75
12/25,TARGET.COM,-156.32
12/24,COSTCO WHSE,-312.87
savings_q4.csv
12/01,TRANSFER,500.00
11/15,INTEREST,12.34
11/01,TRANSFER,500.00
10/15,INTEREST,11.89
Data scattered
No categorization
Cryptic descriptions
Manual tracking
Monthly Spending
$2,847
↓ 8%
Top Categories
Housing32%
Food24%
Transport18%
Other14%
Savings Goal
73%
of goal
$7,300 / $10,000
↑ 12%
Everything in one place
Auto-categorized
AI-powered insights
Real-time tracking
1 Connect Google Sheets or upload CSV
2 Review & validate
3 Explore your finances
or import files manually
SELECT IMPORT TYPE:
Import transaction records with dates, amounts, and merchants
Drop your CSV or Excel file into the cloud
or click anywhere to browse
CSV & Excel files
Up to 10MB
Date, Amount required