1. Add your bank CSV
2. Check and fix categories
| Date | Account | Description | Amount | Cur. | Category |
|---|
3. Your rules and merchant names
Saved in this browser only (localStorage). Your rules run before the built-in ones; the newest rule wins.
4. Monthly totals by category
5. Export
Exports include every transaction of the account chosen in step 2 (all accounts by default), with your edits. In the free version that means the latest 3 months. Export files are in English.