| Date | Merchant | Category | Card | Amount | Actions |
|---|
Set a monthly budget for each category. Bars turn red when you exceed the budget.
Merchants that appear at a consistent interval with similar amounts
Configure cashback/rewards percentages per card to track earnings
Use this if your browser doesn't support folder access, or to load a one-off file.
Rules are checked top to bottom — the first pattern that matches a transaction's description wins.
Patterns are regular expressions (case-insensitive), e.g. costco|sam's club.
Added a new rule? Apply it to transactions already sitting in "Other" without re-uploading anything.
Permanently delete everything in your account — every card, every transaction, and every budget — so you can start completely fresh.