Data Import

Load investment, income and spending data manually or via csv import.
Set up import rules to speed up future imports by automatically classifying your data.

Manual Data Entry

When entering your financial data, you'll have the option to categorize, tag and add notes to transactions.

Manual data entry screenshot
CSV import screenshot

CSV Import

Entering transactions manually one by one can get tiresome. The csv importer tool speeds up this process by allowing you to import data in bulk.

Create rules to speed up data entry

Rules help put organizing your finances on autopilot.

Define how your transactions should be classified then rest assured that all future csv imports will organize everything for you automatically.

Import rules engine screenshot