💰 Finance Manager

All saved
Uncategorized:0
JC Performance:$0
Rental (464 Legacy):$0
Personal Ded:$0
Personal:$0
Total:$0

📥 Import Bank Statements

📄
Click to upload or drag and drop
CSV files from ZipBooks, Venmo, PayPal, Bank Statements

Supported Formats

ZipBooksExpenseSummary.csv
VenmoVenmoStatement_*.csv
PayPalDownload.csv
US BankExport CSV
GenericDate, Description, Amount columns

⚙️ Auto-Categorization Rules

Apply Rules

Apply all rules to uncategorized transactions

📊 Spending by Category

📅 Monthly Spending

💰 Income Summary

📊 Schedule C - JC Performance Horses LLC

🏠 Schedule E - Rental Property (464 Legacy Lane)

📋 Schedule A - Personal Deductions

💰 Non-Deductible Personal

💵 Tax Refund Estimator

Loading estimate...

Export for Tax Preparer

🏷️ Manage Categories

📋 All Transactions

Date Description Category Amount
0 transactions

🧾 Check Image Upload

📁
Upload Folder
Select entire checks folder
🖼️
Upload Files
Or select individual images

📋 Unmatched Checks

This session: 0 saved