Books

Transactions

Newest first. Each row carries a category from the rules engine — override it inline when the books are wrong, and every change is remembered. Drop in a bank/card CSV to import new rows; duplicates on the same date + merchant + amount are skipped.

Quick add

 

Headers we recognize: date / posted date, merchant / payee / description, amount / withdrawal / deposit, account. Same (date, merchant, amount) triples as already-imported rows are skipped.

 
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