Spending Mix
Actual YTD % of total spending
YTD by Category
Category Breakdown
Annual budget vs YTD actual spending
| Category | Alloc % | Monthly Budget | Annual Budget | YTD Spent | YTD % of Income | YTD Variance (budget − actual) | YTD Usage |
|---|
Import bank or credit card statements. Export a CSV from your bank's website, upload it here, select which columns map to date/description/amount, then drag transactions into categories on the right.
Upload Statement
CSV from any bank or credit card
Drop CSV here or click to browse
Works with Chase, BofA, Wells Fargo, Capital One, Citi and most banks
Drop into Category
Drag transactions from the left · "Undo assign" removes from that category
Net worth tracker. Select a month and enter your assets and liabilities — each month is stored independently. When you open a new month, you can carry over the previous month's values as a starting point.
Editing month: