Private P&L Demo
Import bank CSVs · Multiple accounts · Save & resume any time
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Drop files here
Drop your .json session file to restore · or drop .csv files to import
Click to browse for CSV files
CSV format: Date, Short Desc, Full Desc, Amount, Balance
Save your work anytime — everything restores from the session file
Save your work anytime — everything restores from the session file
P&L Summary
All Accounts
2025
year
Import transactions to see P&L