Overview
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Transactions
| Date | Description | Amount | Category | IRS Cat | Card / Account | Notes |
|---|
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Import Bank Data
Supported:
ChaseAmexCapital OneCitibankAmerican MomentumUSAAGoldman SachsApple Card
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CSV, XLS, or XLSX — bank format auto-detected
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Invoices
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Monthly Overview
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Export
Year Summary
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Accounts
Sub-Categories
Banks
Auto-Categorize Rules
PayPal Reconciliation
Amazon Reconcile
Properties