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Your workspace

Cloud-backed ledger

Your workspace

Upload your statement CSVs here. Files go through S3 and Lambda; normalized transactions are stored in DynamoDB so your dashboard survives beyond a single browser session.

1 · Upload statementsShow

Cloud pipeline

  1. 1Upload CSV → secure object storage (S3)
  2. 2Lambda normalizes checking & credit rows
  3. 3Transactions land in DynamoDB for your dashboard

Upload data

Drag & drop CSV files

or click to browse · local parse (no API URL)

Currently supported formats: Bank of America checking and credit-card exports, and Chase credit-card activity exports.

No transactions loaded yet. Upload a statement CSV to see your dashboard.

3 · Transactions

No transactions yet. Upload your CSV files to build your ledger.

Privacy & cloud processing

  • Bank usernames, passwords, and credentials are never collected.
  • When the cloud API is connected, statement files are uploaded to S3 and processed by Lambda; normalized rows are stored in DynamoDB.
  • Prefer a local walkthrough first? Return to the sample demo.