Tip: after loading, category rules are editable and saved locally in this browser only.
Range:→
Money flow
Left = money in. Right = where it goes. Internal transfers (Savings→Visa, Savings→Line of Credit paydown) are netted so nothing is double-counted. Line of Credit paydown and Investments are savings/debt reduction, not consumption.
Spending by category
Line of Credit
Monthly picture
Bars = spending by category per month. Line = net cash (income − everything out). Green dots above zero = surplus months.
Category detail
Category
Total
Avg/mo
#
Top merchants / payees
Payee
Total
#
Category rules
Each transaction is matched top-to-bottom against these keyword rules (case-insensitive substring on Description 1 + 2). First match wins. Edit keywords/categories then click Apply. Saved in this browser only.
Keyword
Category
Type
All transactions
Show / hide table
Date
Account
Description
Category
Type
Amount
All figures CAD. Categorization is heuristic — review "Uncategorized" and adjust rules for accuracy.