Income
$0
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Expense
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Net
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income minus expense
Transactions
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P&L by Segment
Top Categories
Recent Transactions
View all →| Date | Description | Account | Segment | Category | Amount |
|---|
Connected Accounts
| Date | Description | Account | Segment | Category | Amount | Flags |
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Account → Segment Mapping
Set the default segment for each connected bank/card. New transactions auto-tag with this segment unless a category-rule overrides.
Category Rules — pattern → segment/category override
Example: CHAMP → Consulting tags any deposit containing "CHAMP" to your Consulting segment, regardless of which account it landed in.
Migrate from legacy /finance/
One-time import of transactions you already have in localStorage from the original /finance/ dashboard.