Upload Data
Import your financial data from a CSV file
Drag and drop your CSV file here
or
Expected CSV Format
Your CSV should have these columns (header row required):
Date,Description,Sub-description,Type of Transaction,Amount,Person,Category
2025-01-02,uber,Toronto On,Debit,12.09,Dhatri,Groceries
2025-01-03,payroll deposit,Alight Sol Llc,Credit,2293.86,Dhatri,Income
2025-01-02,uber,Toronto On,Debit,12.09,Dhatri,Groceries
2025-01-03,payroll deposit,Alight Sol Llc,Credit,2293.86,Dhatri,Income
The Category column will be auto-categorized based on the Description. Currently tracking 0 transactions.