Bank CSV → spending dashboard

Your bank statement, a spending dashboard.

Download your statement as CSV, drop it here, and see money in versus out, spending by category, your biggest merchants and a balance trend — privately, in your browser.

01 · How it works

Export, drop, done.

Bank apps show transactions, not insight. Download the CSV and this turns it into a spending dashboard — in vs out, category breakdown, top merchants and a balance trend — all without your data leaving the browser.

i. download

Download your statement

Most banks offer CSV export. Keep the Date, Description, Amount (and Category/Balance if present) columns.

ii. detect

Amount becomes spending

Amount is read as currency; negatives are spending. Date drives the trend; Category becomes a breakdown.

iii. read

In, out, by category

Total in vs out, spending by category, your biggest merchants, and a running balance trend.

02 · The views

Your money, finally legible.

A real spending breakdown — and because it's local-first, your statement never leaves your laptop.

  • 01

    In vs out

    Income and spending separate automatically from the sign of each amount.

  • 02

    By category

    A Category column (or merchant names) becomes a breakdown of where your money goes.

  • 03

    Balance trend

    If your export includes a balance, you get a running trend over the period.

  • 04

    Genuinely private

    This is the perfect local-first use case — your bank data is parsed in your browser and never uploaded.

"I finally saw that dining was my second-biggest category — and my statement never left my laptop."
— someone budgeting
03 · FAQ

Bank dashboard questions.

Is uploading my bank statement safe here?
You're not uploading it. The CSV is parsed entirely in your browser — nothing is sent to any server. You can verify in DevTools → Network.
Most. Any export with a Date, a Description and an Amount column works. A Category or Balance column adds extra breakdowns.
Negative amounts are treated as spending and positive as income, giving you net plus separate totals.
Yes. You'll get totals and the trend; merchant descriptions still group into a breakdown. Add categories with the CSV tools if you want.
Yes — click any category or merchant and the whole dashboard recomputes against it.