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{{ item.label }}
{{ userInitials }}
{{ userName }}
{{ userEmail }}
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Overview
{{ monthLabel }} · all accounts
+ Upload CSV
Total Spending
{{ dashSpend }}
{{ dashTxCount }} transactions
Income
{{ dashIncome }}
Net {{ dashNet }}
Budget Left
{{ dashRemaining }}
Daily Average
{{ dashDaily }}
last {{ dashDays }} days
Monthly Spending Trend
Last 6 months
{{ b.value }}
{{ b.label }}
Category Breakdown
Total {{ dashSpendShort }}
{{ l.name }} {{ l.amount }}
Recent Transactions
View all →
{{ t.icon }}
{{ t.desc }}
{{ t.sub }}
{{ t.dateLabel }}
{{ t.amountLabel }}
No transactions this month. Upload a CSV to get started.
Transactions
{{ txCount }} results · total spending {{ txSum }}
Clear filters
Categories
{{ catSummary }}
{{ o.check }} {{ o.label }}
Account
{{ bankSummary }}
{{ o.check }}{{ o.label }}
Date range
Amount (€)
Type
{{ p.label }}
Transfers
{{ exTfCheck }} Exclude transfers
Transaction Category Account Date Amount
{{ t.icon }}
{{ t.desc }}
{{ t.category }}
{{ t.bank }}
{{ t.dateLabel }}
{{ t.amountLabel }}
No transactions match these filters.
Showing first 400 of {{ txCount }} — narrow your filters to see more.
Upload CSV
Drag and drop a PTSB or AIB statement — transactions are categorised automatically and duplicates are skipped.
Drag your file here
or pick from your computer · .csv
{{ upload.error }}
{{ upload.bank }}
{{ upload.fileName }}
{{ uploadNewCount }} new · {{ uploadDupCount }} already imported · {{ uploadSum }} total
Cancel
Import {{ uploadNewCount }} new
DateTransactionAuto categoryAmount
{{ r.dateLabel }}
{{ r.desc }}duplicate
{{ r.category }}
{{ r.amountLabel }}
{{ upload.count }} transactions imported
Categorised automatically and added to your transactions. {{ upload.skipped }} duplicates were skipped.
View transactions
Upload another
Categories
{{ monthLabel }} · edit names, colors and auto rules
+ Add category
Type to rename, click the color square to recolor. Each rule auto-labels transactions on CSV import — pick how the keyword matches (Contains, Starts with or Exact).
{{ c.count }} txns ×
{{ c.spent }} / {{ c.budget }} budget {{ c.pctLabel }}
Auto rules · {{ c.ruleCountLabel }}
Edit rules
{{ modalCatName }} rules
How keywords match a transaction description
×
×
+ Add rule
Done
Budget
{{ monthLabel }} · add or remove categories for this month
Total budget usage
{{ budgetTotalSpent }} / {{ budgetTotal }}
{{ budgetTotalPctLabel }}
{{ r.name }}
{{ r.spent }} spent · {{ r.pctLabel }}
×
No categories budgeted for {{ monthLabel }}. Add one below.
Reports
Spending analysis and trends
6-Month Spending
{{ b.value }}
{{ b.label }}
Category Breakdown · {{ monthLabel }}
{{ c.name }}{{ c.amount }} · {{ c.pctLabel }}
Top Merchants
{{ m.rank }}
{{ m.name }}
{{ m.count }}
{{ m.amount }}