Last recorded balance
—Historical, not a live balanceA LITTLE CLARITY, EVERY DAY
Let’s talk about your money.
See the picture. Understand the patterns. Find your next step.
No financial data shared yet.
Sign in, then upload your documents or share an actual income or expense. Your statistics will appear only from the information you share. Records belong to your authenticated account.
Paycheck deposits
—Borrowing & transfers excludedPurchases & fees
—Inferred from transaction descriptionsTHE BIG PICTURE
Where your money went
TOTAL MONEY OUT—— entries
Choose a category to inspect its entries.
FOLLOW THE FLOW
Your balance over time
Daily closing balances from the selected statement entries. Transfers and advances are not paychecks.
Numbers are a starting point.
Ask about a pattern, explore a “what if,” or simply start with what’s on your mind.
ONE STEP AT A TIME
Listed accounts
EXPLORE A POSSIBILITY
What could payoff look like?
Assumes fixed APR, monthly compounding, fixed payments, and no new charges or fees. Actual APRs are missing. This does not assess affordability or model all your debts.
Read about snowball and highest-interest strategies · CFPBGROUNDED IN YOUR RECORDS
Sources & imports
Statements are historical snapshots. Credit snapshot dates, APRs, due dates, and card minimums have not been supplied. Categories are inferred and may need review.
BRING THE NEXT CHAPTER
Import financial data
Preview and reconcile a file before replacing that active source. The other source stays in place. Files are processed and stored on the server.
Supported import formats
Statement TXT: dated rows with description, signed amount, running balance, and beginning/ending/credit/debit summary lines, as in the supplied statement.
Transaction CSV needs Date,Description,Amount,Balance headers, chronological rows, signed amounts, and dates as YYYY-MM-DD or MM/DD/YYYY. Quoted fields are supported. Credit TXT follows the supplied account-name, balance, and optional monthly-payment layout.
MAKE A LITTLE ROOM
A cushion, one week at a time
Start from $0 and explore a weekly contribution. This is an educational example, independent of your recorded bank balance.
Explore emergency savings · CFPB