Herrell Family Budget

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TIME RANGE
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Total Expenses
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Total Income
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Net Cash Flow
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Transactions
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Spending by Category
Category Breakdown
Monthly Trend
Recurring Charges
No data yet.
Top Merchants
No data yet.
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Date Description Account Amount Category Type
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Upload Bank Statements

Supports CSV exports from Chase, Bank of America, Wells Fargo, Capital One, Citi, and most other banks. Also supports PDF statements and Excel files.

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CSV · PDF · XLS · XLSX  |  Multiple files supported
Tips for exporting from your bank
  • Chase: Accounts → Download → CSV
  • Bank of America: Download → Download Transactions → CSV
  • Wells Fargo: Download Account Activity → Comma Delimited
  • Capital One: View Transactions → Download → CSV
  • Most banks: Look for "Download", "Export", or "Statement" options
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Settings
Accounts
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Categories

Built-in categories plus any custom ones you add. Custom categories appear in all dropdowns and can be deleted if unused.

Category Rules

Rules are applied on upload. If a description contains the pattern, the category is set automatically (before auto-categorization).

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IRA & Retirement Accounts

Retirement accounts — separate from spending

Statement History
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