📋 Dashboard
Your financial overview at a glance
Total Account Balance
Click to set balances
$0.00
Available Balance
Account Balance - Outstanding
Outstanding
$0.00
$0.00
Balance Overview
Recent Activity
Bank Accounts
💳 Transactions
Your financial transactions database
Available Balance
All accounts • Account Balance - Outstanding
$0.00
🔄 Recurring Finances
Manage your recurring transactions and debt payments
Recurring Templates
Automate your regular income and expenses
Debt Accounts
Track and manage your debt payments
💰 Budget Manager
Create and track your monthly budgets with AI assistance
AI Budget Assistant
Let our AI analyze your transaction history and create a personalized budget based on your spending patterns.
Total Budget
Spent This Month
Remaining
Budget Categories
No budget categories yet
Generate an AI budget or add categories manually
AI Financial Assistant 🗣️ Voice Enabled
Hi! I'm your AI Financial Assistant. I can help you analyze your spending, create charts, and answer questions about your finances. Try asking me something like:
Chart
Upload Financial Data
Upload CSV or XLSX files from banks, credit cards, or other financial institutions
Recent Uploads
Upload Tips
Supported File Types:
- CSV: Comma-separated values from most banks
- XLSX: Excel files from financial institutions
Data Sources:
- Bank Statements: Checking, savings account exports
- Credit Card Bills: Monthly statements and transactions
- Loan Payments: Student loans, mortgages, personal loans
- Investment Data: Brokerage, retirement account activity
AI Features:
- 🤖 Automatic transaction categorization
- 📊 Spending pattern analysis
- ⚠️ Unusual transaction detection
- 💡 Budget recommendations
CSV Template:
Download blank CSV template with proper headers:
Download CSV Template⚙️ Settings
Manage your financial tracking preferences and categories
Category Management
Organize your transactions with custom categories for each type
Account Settings
Notifications
Data Operations
To import data, use the Upload Data tab in the main navigation.
Advanced Options
Family Account Sharing
Invite family members to access your financial data. Each family needs at least 1 Admin (max 2).
Your Admin Status
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Invite Family Member
Family Members & Invitations
Sharing Settings
Users can view but not modify data
Users can modify transactions and data
Send email when access is granted
Automatically expire invites after 7 days