📊 Upload Your Transaction Data
Export your transactions from Google Sheets as CSV and drag & drop here
CSV should have columns: Date, Amount, Account, Category, Full Description, Year
Current Period Summary
Financial Overview
Income
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Expenses
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Net Cash Flow
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Avg Monthly Expenses
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Top Expense Categories (Click to Drill Down)
Year-over-Year Comparison
Recent Transactions
Income & Spending Trends
Income by Source (2023-2025)
Top Expense Categories (2023-2025)
Monthly Expense Trend by Category (2026)
Income vs Expenses (Monthly 2026)
YTD Comparison (January)
| Metric | '22 | '23 | '24 | '25 | '26 |
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Full Year Results
Discussion Agenda
Budget Review:
Review actual spending vs budget targets for key categories
Upcoming Expenses:
Discuss planned major purchases or recurring expenses
Savings Goals:
Track progress toward short-term and long-term savings targets
Adjustments:
Identify areas for optimization based on trends
Income Analysis
Annual Household Income (MW + GW)
Total Income Trend & Growth
Household Income Summary (MW & GW)
| Income Source (Subcategory) | '22 | '23 | '24 | '25 | '26 |
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Income Sources Detail
| Category | Subcategory | Amount | Transactions | Average |
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Expense Analysis
Top Subcategories (2025)
Top Subcategories Year-over-Year
Category Year-over-Year Comparison
| Category | '22 | '23 | '24 | '25 | '26 |
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Top Subcategories Year-over-Year (Based on 2025)
| Subcategory | '22 | '23 | '24 | '25 | '26 |
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Category Details (Click to see transactions)
| Category | Amount | Transactions | Avg per Transaction |
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Trends & Comparisons
Multi-Year Overview
Annual Financial Summary
2025 Expense Breakdown
Top Categories Year-over-Year
Average Monthly Spending (2023-2025)
Month-over-Month Comparison (Select Month)
| Metric | '22 | '23 | '24 | '25 | '26 |
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Recurring vs One-Time Expenses
Recurring Baseline (Monthly Avg)
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0 recurring expenses
Variable Expenses (Monthly Avg)
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0 one-time expenses
Total Monthly Average
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0% is baseline
Recurring vs Variable Breakdown
Top Recurring Expenses
Top Transactions
Average Monthly Spending by Category
| Category | Last 3 Months Avg | Last 12 Months Avg | All-Time Avg | Trend |
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