Personal Finance Dashboard
Import transactions from CSV and export transactions to CSV.
Move your transaction history in and out of this app with plain CSV files. Files are read and written entirely in this browser: there is no upload, no sign-in, no server call and no network access. Imported transactions are appended and appear straight away on the transactions page, and exported files use the headers date, amount, account, category and description.
- A user can select a CSV file with date, amount, account, category and description columns, and valid rows are imported with invalid rows reported.
- A user can export all transactions as a downloadable CSV file with date, amount, account, category and description headers.
- Forms and charts have visible labels and keyboard-focusable controls.
Import transactions from a CSV file
The file is read on this device only. Columns are matched by name, so date, amount, account, category and description are recognised, plus an optional type. Missing accounts and categories are created automatically, and negative amounts count as expenses.
Up to 2 MB and 5000 data rows per file. Nothing is uploaded.
No file selected yet.
0 transactions saved in this browser.
Export transactions to CSV
Save a copy of every transaction as a CSV file. Expenses are written as negative amounts so the file can be imported again unchanged.
Columns: dateamountaccountcategorydescription
No transactions are saved yet, so the exported file would be empty.
CSV format example
The first row holds the column names. Extra columns are ignored, and account or category names that do not exist yet are created for you during import.
date,amount,account,category,description 2024-05-01,1000.00,Checking,Salary,Monthly pay 2024-05-10,-250.00,Checking,Rent,May rent