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FinanceAI
Personal Finance
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FinanceAI
Personal finance workspace
Money
Planning and insights
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Good evening

Here's your money, at a glance.

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Total balance+0%
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after all recorded income & expenses
Income+0%
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vs. last month
Expenses-0%
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under your budget
Savings rate+0%
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goal: 40%
Cash flow Income vs. expenses
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Net this month
Income — Expenses —
Cash flow data.
Spending by category
This month
Category breakdown.
Total
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Recent transactions
Latest activity
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Budgets
0 active budgets
No budgets set

All Transactions

DescriptionCategoryAmountActions

Budgets

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Check the detected rows and match external account labels before importing.

Account mapping

These account codes come from your CSV. Match each one to a FinanceAI account, or leave it unassigned.

Transaction preview
DateDescriptionCategoryTypeAmountCSV account

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