Financial Dashboard

Upload Transaction Files

Upload any number of CSV transaction files. The dashboard will automatically detect and analyze transactions across all date periods.

Select CSV Files

Analysis Period

Monthly Income vs Expenses

Monthly Cash Flow

Financial Summary

Total Income

$0.00

Total Expenses

$0.00

Net Cash Flow

$0.00

Average Monthly Spending by Category

Spending by Category

Category	Total Amount	Monthly Average	% of Spending

Monthly Spending by Category

Category Spending by Month

Click on any cell to view detailed transactions for that category and month

Payment Method Distribution

Payment Methods Summary

Payment Method	Total Amount	Transaction Count	% of Total

×

Total Spending

Transactions

Average per Transaction

Date	Description	Payment Type	Amount

Optimization Opportunities