📂 Upload Your Files - each file is processed immediately on upload
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Bank - Business
Income & business expenses
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🏠
Bank - Personal
Personal spending only
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💳
Credit Card
One or more card exports
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🔵
Platform Import
Match platform payouts to deposits
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📄
Bank - Statements
Converted PDF statements
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Card - Statements
Converted PDF statements
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🗄️
Restore from Backup
Pre-categorized tracker export
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Always auto-skipped
Credit card payments
Internal transfers
Savings roundups
Interest paid
✏️ Add Transaction Manually
🔁 Recurring Entries
For expenses that don't appear in bank statements — like rent paid via transfer. Set once, generates one transaction per month automatically.
Add Recurring Entry
Transactions
📂
Upload files on the Import tab to get started
📊
Import and categorize transactions first
💰
Import and categorize transactions first
📉
Import and categorize transactions first
Saved Rules
⚙️
Rules save automatically when you categorize transactions