NO TRANSACTIONS YET
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
!
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Details →
HOW THIS WORKS
1 Import the Wealthfront CSV · 2 Tag & review transactions · 3 Each of you deposits your share by the 1st · 4 Unspent budget rolls over to savings at month-end
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Review →
Hidden widgets:
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⠿ Drag
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{{ balanceLabel }}
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{{ balanceStr }}
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PAID IN · {{ monthLabelUp }}
{{ totalInStr }}
{{ depositCount }} deposits this month
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SPENT · {{ monthLabelUp }}
{{ totalSpentStr }}
{{ spendCount }} purchases this month
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Who's paid in · {{ monthLabel }}
{{ cover.sub }}
{{ totalInStr }} deposited
No deposits tagged to {{ monthLabel }} yet.
Ben
{{ ben.pctStr }} of deposits
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{{ cover.paidBen }}
of {{ cover.neededBen }} needed
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Kiley
{{ kiley.pctStr }} of deposits
{{ cover.kileyBadge.text }}
{{ cover.paidKiley }}
of {{ cover.neededKiley }} needed
{{ cover.kileyCreditNote }}
WHAT THE SHARES COVER
BEN
KILEY
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{{ r.ben }}
{{ r.kiley }}
Need in
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{{ cover.neededKiley }}
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Rollover savings
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{{ savings.countStr }}
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🏠
{{ home.titleLabel }} · {{ monthLabel }}
{{ home.spentStr }} of {{ home.totalStr }}
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{{ home.util.spentStr }} of {{ home.util.totalStr }}
$
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{{ s.periodNote }}
{{ s.spentStr }}
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{{ home.rent.title }}
{{ home.rent.spentStr }} of {{ home.rent.totalStr }}
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{{ home.rent.leftStr }} · {{ home.rent.splitStr }}
{{ home.cleaners.title }}
{{ home.cleaners.spentStr }} of {{ home.cleaners.totalStr }}
Monthly budget
$
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{{ home.cleaners.nameLabel }}
{{ home.cleaners.spentStr }}
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{{ w.titleLabel }} · {{ monthLabel }}
{{ w.spentStr }} of {{ w.totalStr }}
Name
$
Monthly total
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{{ s.nameLabel }}
{{ s.periodNote }}
{{ s.spentStr }}
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+ New category
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Spending by category · {{ monthLabel }}
{{ catVsLabel }}
{{ c.label }}
{{ c.pctStr }}
{{ c.amountStr }}
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Spending over time
tap a month
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{{ m.label }}
Not enough data yet.
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Biggest expenses · {{ monthLabel }}
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{{ b.amountStr }}
{{ b.cat }} · {{ b.dateStr }}
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Transactions · {{ monthLabel }}
{{ reviewedCount }}/{{ monthCount }} reviewed
Showing
{{ catFilterLabel }}
{{ catFilterMeta }}
{{ t.icon }}
{{ t.editedIcon }}
{{ t.category }}
{{ t.person }}
{{ t.amountStr }}
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Import transactions
Drop the all-time Wealthfront CSV export. The transaction list is synced to match the file exactly — new rows are added, rows no longer in the file are removed, and manual entries are retired once the real transaction shows up. Your categories, notes, person tags, budget months, and reviewed marks stay attached to unchanged transactions.
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Drop CSV or click to browse
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TRANSACTION
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{{ detail.dateStr }} · {{ detail.typeLabel }}
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BUDGET MONTH
Which month's budget this counts toward — independent of the bank date.
CATEGORY
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$
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Second amount is the remainder — the two always add up to the transaction.
PAID IN BY
% Interest earned by the account — split evenly, so it reduces what each of you needs to pay in this month by half its amount.
NOTE