Financial Analysis Tool

Upload CSV statements, assign categories by description, save transactions to Firestore, and view your list of transactions.

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Upload CSV

Source CSVs

Each uploaded CSV is listed here. Deleting one removes all transactions saved from that upload.

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Transactions
0
Income
$0.00
Spending
$0.00
Transfers
$0.00

Rolling Average Comparison

Active lines

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Net Worth Over Time

Running total of income minus spending. Transfers are ignored.

Category Pie Charts

Spending by Category

Income by Category

Active pie categories

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Projected Average Income / Spending

CategoryPeriodProjected IncomeProjected SpendingProjected NetDaily Income AvgDaily Spending Avg
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Category Totals

Category Total Received Total Spent Net Transactions
No category totals yet.

Totals

Transactions

Date Description Category In / Out Amount Bank/File Balance Actions
No transactions yet.