Pick the account, drop its CSV. Column layouts are remembered per account and duplicates are skipped β so daily imports take seconds.
Your saved bank & card profiles, with coverage so you can see what's loaded.
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.
Your saved bank & card profiles β see coverage, rename, or remove them.
Move data between your Mac and iPhone, or keep a safe copy.