Upload one or more CSV transaction exports to begin.
⬆️
Import CSV transactions
Drag & drop .csv files here, or click to browse. Add more anytime — files merge into one dataset.
Imported Files
No files imported yet.
ℹ️✕
📊
No transactions loaded
Import a CSV file above and the dashboard will populate automatically — months, categories and charts are all derived from your data.
⠿
Monthly Spend & Transaction Volume
Bars = spend ($) · line = # transactions · click a bar to filter that month
⠿
Category Share
Click a slice to filter by category
⠿
Spend by Category, by Month
Stacked — how each month splits across categories · click a segment to filter
⠿
Top Category Trends
Monthly trajectory of the top 5 categories
⠿
Top Merchants
Top 12 by spend · click a bar to drill into that merchant
⠿
Cumulative Spend
Running total across the period (respects filters)
⠿
Spend by Card
Click a slice to filter by card
⠿
Transaction Size Distribution
Count of transactions by amount band
Transaction Detail
Right-click a row to change its category
Confirm column mapping
Used when no Card column is mapped above. Labels every row from this file in the Card filter & “Spend by Card”.
Preview
Manage categories
Rename or delete categories. Deleting a category reassigns its transactions to “Uncategorized”. Changes apply across every chart, filter and the table.