Personal Financial Dashboard

Take control of your finances with powerful insights and visualizations

Interactive Charts

Visualize spending patterns with pie charts, bar graphs, and trend lines

Smart Analytics

Track income, expenses, savings trends, and spending by category

Multiple Formats

Upload CSV or Excel files with your bank transactions

Export Reports

Download your dashboard as PNG or PDF for sharing and records

Required Data Format
Your CSV or Excel file should include these columns
Date

YYYY-MM-DD format

Description

Transaction details

Amount

Numeric value

Type

Income/Expense or Credit/Debit

Category

Spending category

Merchant

Optional: Store name

Example Row:

2024-01-15, Coffee Shop, 4.50, Expense, Food, Starbucks

Note: Type column accepts both Income/Expense and Credit/Debit formats

Upload Your Transactions
Upload a CSV or Excel file to get started