Import your own transaction data
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Transaction Analysis

Transaction
Analysis Report

Upload a CSV file to generate your report
01

Summary

02

Monthly Spending

Withdrawals by month
Monthly spending overview
Upload a CSV to see your monthly spending breakdown.
Trend
Spending trend
Monthly spending trend across your data period.
03

Spending by Category

Distribution
Spending by category
Breakdown table
All categories
Click a row to expand transactions

Select a category
to see transactions

04

Top Merchants

By total spend
Top merchants by spend
Merchant detail
All top merchants
Click a row to see transactions
Merchant Category Total Spend Visits
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