Total Account Balance
$0.00
Click to set account balances
Available Balance
$0.00
Account Balance - Outstanding
Outstanding
$0.00
Balance Overview
Recent Activity
Account Balance Manager
Set your actual account balances from your bank statements. Available Balance = Account Balance - Outstanding Transactions.
Bank Accounts
Available Balance
$0.00
All accounts • Account Balance - Outstanding Transactions
Transactions
Import Transactions
Upload CSV files from your bank with smart column detection
Bills & Recurring Payments
Debt Management
Income Management
Monthly Income
$0.00
Next Payday
-
Next Amount
$0.00
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