System
Build
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Node
—
Database
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Environment
—
Modules
Accounts
Loading accounts…
Add account
Edit account
Transactions
Showing
0
Total inflows
$0.00
Total outflows
$0.00
Net
$0.00
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Bills
Open
0
Due now
$0.00
Overdue
$0.00
Loading bills…
Add bill
Mark bill paid
Loans
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Recorded payments
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Amortization schedule
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Add loan
Record loan payment
Budgets
Expense budget
$0.00
Spent
$0.00
Remaining
$0.00
Income target
$0.00
Received
$0.00
6-Month trend
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Add budget
Copy budgets
Documents
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Upload document
Document
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Create transaction
Defaults pre-filled from the OCR result. Edit any field, then submit.
Attach document
Email ingest history
Backup
Retention
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Recent runs
Bank statement approvals
Review statement
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Import statement
Error
Upload a statement from your bank. CSV uses a per-bank profile to map columns; OFX/QFX is self-describing and goes straight to the destination account.
Error
Total
0
New (will import)
0
Duplicates (skip)
0
Errors
0
Imported
0
Skipped
0
Failed
0
Import profiles
Add transaction
Add transfer
Categories
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Add category
Edit category
Household
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Add household member
Account