πŸ’° Financial Forecast

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Recurring Transactions

Budget amounts override auto-detected amounts in the forecast.
From To Min $ Max $

Load Bank Data

Export CSV files from your bank and upload them here. The tool auto-detects Chase vs Wells Fargo format. Re-uploading won't duplicate entries.

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Wells Fargo Checking

No header row.
Format: Date, Amount, *, Check#, Description

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Chase Account 1383

Has header row.
Format: Details, Posting Date, Description, Amount…

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Chase Account 1747

Has header row.
Format: Details, Posting Date, Description, Amount…

☁ Cloud Sync

Enter your API key once per device to sync data across browsers and computers.