Let's see where the money's going.

Download your transactions from Wealthfront as CSV, then drop the file below. Future uploads just add what's new — duplicates are skipped automatically.

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Drop your CSV here

or click to browse

BUDGET MONTH

PAID IN · {{ monthLabelUp }}

{{ depositCount }} deposits this month

SPENT · {{ monthLabelUp }}

{{ spendCount }} purchases this month

Who's paid in

{{ totalInStr }} · {{ monthLabel }}

Ben {{ ben.pctStr }} {{ ben.contribStr }}

Kiley {{ kiley.pctStr }} {{ kiley.contribStr }}

No deposits tagged to {{ monthLabel }} yet.

Are we covered?

↩ {{ rollover.text }}

BEN KILEY

Need in {{ cover.neededBen }} {{ cover.neededKiley }} Paid in {{ cover.paidBen }} {{ cover.paidKiley }} {{ cover.benBadge.text }} {{ cover.kileyBadge.text }}

Rent · {{ monthLabel }}

{{ rentInfo.spentStr }} of {{ rentInfo.totalStr }}

{{ rentInfo.leftStr }} · {{ rentInfo.splitStr }}

{{ w.title }} · {{ monthLabel }}

{{ w.spentStr }} of {{ w.totalStr }}

Monthly total {{ w.totalStr }}

Spending by category · {{ monthLabel }}

No spending tagged to {{ monthLabel }} yet.

Spending over time

tap a month

Not enough data yet.

Biggest expenses · {{ monthLabel }}

{{ b.cat }} · {{ b.dateStr }}

No spending tagged to {{ monthLabel }} yet.

Transactions · {{ monthLabel }}

{{ reviewedCount }}/{{ monthCount }} reviewed

SCHEDULED

Nothing tagged to {{ monthLabel }}{{ filterSuffix }}.

Import transactions

Drop a Wealthfront CSV export. New rows are added; anything already imported is skipped, so you can safely re-upload the all-time file. Your categories, notes, person tags, budget months, and reviewed marks stay attached to transactions you've already edited — re-uploading never wipes them.

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Drop CSV or click to browse

TRANSACTION

{{ detail.dateStr }} · {{ detail.typeLabel }}

⏳ Scheduled deposit — not yet settled in the bank

BUDGET MONTH

Which month's budget this counts toward — independent of the bank date.