All Expenses Dashboard

The All Expenses Dashboard imports transactions from your bank or credit card statements and organizes them by category, merchant, and date. It supports CSV, PDF, and Excel files from most major banks.

Supported banks include: Chase, Bank of America, Wells Fargo, Capital One, Citi, and most other banks that let you download statements.

Tip: You can upload statements from multiple banks and cards at the same time. The dashboard auto-detects the bank format from the file columns.

Not all expenses come from bank statements. To add a cash payment or other expense:

• Go to the All Transactions tab and click "+ Add Expense"
• Enter the date, merchant/description, category, amount, and optionally name the source
• Click "Add Expense" to save. It will appear in your transaction list with source marked as "MANUAL"

Overview — Summary cards with total spending, transaction count, and top merchants. Includes a spending heatmap calendar and category breakdown chart.

By Category — Spending breakdown by category (Groceries, Dining, Utilities, etc.) with percentages and charts. Click any category for a detailed view.

By Merchant — See how much you spent at each merchant, sorted by total. Click any merchant for all their transactions.

Trends — Available when you have multiple months loaded. See spending trends over time by category and total.

All Transactions — Complete list of every transaction. Sort by any column, filter by date/category/merchant. Edit or delete individual transactions.

Compare — Appears when 2+ months are loaded. Side-by-side month comparison with spending deltas.

Edit a transaction: Hover over any transaction row and click the pencil icon (✎). You can change the category and merchant name.

Apply to all: Check "Apply category to all transactions from this merchant" to update every transaction from that merchant at once.

Remember rules: Check "Remember this rule for future imports" so the dashboard auto-categorizes this merchant correctly in future uploads.

Delete a transaction: Hover over any row and click the trash icon. Confirm to permanently remove it.

Reset to original: In the edit modal, click "Reset" to revert to the auto-detected category.

To act on multiple transactions at once, click the "Select" button above the transaction table to enter selection mode.

• Checkboxes will appear next to each row — check individual items or use the header checkbox to select all
• A floating action bar appears at the bottom showing how many are selected
• Change Category — Re-categorize all selected transactions at once
• Delete — Remove all selected transactions

Click "Cancel" to exit selection mode and hide the checkboxes.

The dashboard automatically detects credits and payments from your statements:

• PDF statements: Credits are detected by column position (Credits vs Charges columns)
• CSV/Excel: If most amounts are negative (credit card format), signs are auto-flipped so charges are positive and credits are negative
• Credits appear in green with a negative amount and are categorized as "Payment"

Every transaction has two source columns:

Source — The name you gave during import (e.g., "Chase Sapphire", "Wells Fargo Checking"). Helps you identify which bank account or card each expense came from.

Import — The file type used to import (CSV, PDF, XLSX, or MANUAL for hand-entered expenses).

Switch months: Use the dropdown in the navigation bar to switch between months.

Download backup: Click "Manage Data" → "Download Data" to save a JSON backup of all your expenses.

Restore from backup: Click "Manage Data" → "Load Data" and select a previously downloaded JSON file.

Delete a month: In the Manage Data dialog, click the delete button next to any month to remove it.

When you import statements, the dashboard automatically assigns categories based on merchant names. It recognizes 100+ common merchants (Walmart, Amazon, Netflix, Starbucks, etc.) and uses keyword matching for the rest.

Default categories: Housing, Utilities, Groceries, Dining, Transportation, Gas, Shopping, Entertainment, Subscriptions, Health & Medical, Insurance, Personal Care, Education, Gifts, Travel, Fees, ATM, Transfers, Income, Payment, Other.

Tip: If a merchant is mis-categorized, edit it and check "Remember this rule" — future imports will use your correction automatically.

Q: What file formats are supported?
CSV (.csv, .txt), PDF bank statements (.pdf), and Excel files (.xlsx, .xls). You can upload all three types in the same batch.

Q: Which banks are supported?
Chase, Bank of America, Wells Fargo, Capital One, Citi, and most banks that provide downloadable CSV or PDF statements. Generic formats are also auto-detected.

Q: Can I upload statements from multiple banks?
Yes. Upload all your files at once and name the source (e.g., "Chase Sapphire") during review. Transactions from each source will be tagged.

Q: What if a statement spans two months?
The dashboard auto-detects months from transaction dates and splits them into separate month buckets. You can choose which months to import.

Q: Where is my data stored?
All data is stored locally on your device (browser localStorage). Nothing is uploaded to any server. Use "Manage Data" to backup regularly.

Q: Can I merge new transactions with existing ones?
Yes. When importing into a month that already has data, choose "Merge" to add only new transactions (duplicates are skipped based on date + merchant + amount).

Q: How do I fix a wrong category?
Click the pencil icon on any transaction, change the category, and optionally check "Apply to all" and "Remember this rule" to fix all transactions from that merchant.