Drop your bank exports, tell it what only you know, and read the one number every plan starts with. The same engine as the command-line tool, running in this tab.
CSV exports from online banking — every account you spend from, cards included. PDF statements from CIBC, RBC, Scotiabank and ScotiaLine are converted here in the tab and refused unless they add up to the totals the statement prints.
Which transfers are your own accounts, who your employer is, what you have lent and to whom. Patterns are case-insensitive regular expressions; first match wins.
Drop statements and press Build the budget. The headline separates what was measured from what you stated, and lists what was set aside — transfers, lending, savings — so nothing disappears silently.
No budget yet.
Largest first — the order worth working in. Add a pattern under categories in rules.yml and run again.
Nothing yet.
The questions the tool cannot answer, written for an AI of your choosing: merchant names, how often each appeared and a rough size band — no amount, no date, no account fragment. Copy it into the AI, then paste its answer below.
Nothing yet.
Checked before anything changes: valid YAML, budget lines that exist, patterns that compile. What it would add is listed first; nothing already in rules.yml is removed.