House Finance Dashboard

Income sources, spending by category — click to drill down

Income
Spending
Net

Spend History

Transaction History

Uncategorized transactions

Hidden transactions

Income categories

Spending categories

Transfer categories

Whitelist Rules

These run before learned rules. Patterns like "venmo", "check paid", "zelle" always match here first so they're never mis-categorized. Leave category blank to flag for manual review.

Accounts

Connected Banks (Plaid)

Import CSV

Export transactions from Ally or Chase, then upload here. Duplicates are skipped automatically.


Manual Entry (Cash In/Out)

Add a transaction manually. Select a category if desired.