Drop a bank/card export. I auto-detect Date, Description and Amount columns β adjust the mapping if needed.
Record an estimated-tax payment you made.
Track progress toward a specific target.
Everything stays private β synced data is end-to-end encrypted.
When an imported description contains your keyword, it's auto-tagged with that category. Your rules override the built-in ones.
Move data between your Mac and iPhone, or keep a safe copy.