Budget Analysis
Upload Instructions▼
- Download a CSV of your monthly transactions for longest period possible. The CSV will need to contain a date, expense, and income columns.
- If your bank only allows to export/download excel files you will need to convert it to CSV.
- If easier to clean the data in excel format, follow step 2 before coverting to CSV.
- Ensure that the CSV has no header or content before the actual rows of transactions.
- Select Upload CSV File and select the file.
- After uploading you need to map the columns for date, expense, and income in the selector. If expense and income are in the same column map that column to "income and expense"
- After mapping the correct columns you can view the CSV and modify/correct data, e.g. if there is a miscalnous income/expense that should not be considered or considered differently.
- After reviewing the data, click the
Calculate Averagesbutton to calculate average income/expense- You can easily add an average expense or income by clicking the
Add Average Monthly Income/Expensebutton and editing in relevent tab.
- You can easily add an average expense or income by clicking the
Editable Rows and compute at the bottom
Note: This feature is in beta. Please verify the results before relying on them for financial decisions.
From to ( months):
Total Income: $
Total Expenses: $
Average Monthly Income: $/mo
Average Monthly Expenses: $/mo