The application uses notifications to keep you informed. You will see them appear at the top right.
Warnings inform you about potential issues that do not stop the application from working. For example, you might see a warning if you try to create a rule without selecting a category first.
Errors indicate that something went wrong and a specific action could not be completed. For example, an error will appear if a data file fails to upload or process correctly.
To begin, upload a CSV file of your transaction history. The application will automatically try to detect the format.
The application detects the bank format by analyzing the headers in your CSV file. The following formats are currently supported:
Creates a new, separate account.
Combines transactions into an existing account.
If your format isn't supported, sends file headers (not data) to the developer.
Filters help you find specific transactions. You can filter by date, amount, or text fields.
Use two filters to set a start and end date.
Easily find payments by filtering for specific amounts or ranges.
Search text fields (case-insensitive).
A rule is a set of conditions that automatically assigns a category to a transaction. A transaction is categorized only if it meets all conditions of a rule.
This rule finds all expenses from the supermarket "REWE" and categorizes them as "food".
Sepa
-45,67 €
Balance: 1.000,00 €
Kartenzahlung 14.03.2024 19:45 Uhr
Date
15.03.2024
IBAN
DE87100100100123456789
BIC
PBNKDEFF
This rule finds deposits from your employer containing the word "Salary" in the purpose field.
Sepa
3.500,00 €
Balance: 4.500,00 €
Gehalt/Salary 03/24 Ref. 12345
Date
01.03.2024
IBAN
DE91100100100987654321
BIC
PBNKDEFF
Aim to create rules that are specific enough to correctly categorize future transactions. A rule for "Amazon" might catch regular purchases and Prime subscriptions. To only categorize Prime payments, add another condition like purpose includes "Prime". You could even add an amount filter for the specific subscription cost.
Visualize your finances on the Analytics page.