What I'm seeing
Facts only. Your advisor at Passport to Wealth interprets and recommends — this dashboard does not.
Cashflow over time
Monthly income, spend, and 3-month rolling net
All values in USD. Transfers between your own accounts excluded.
Spend by category
Total spend per category, full period
Hover any bar to see what % of total spend it represents.
Monthly spend by category
Top categories per month, stacked
Top 7 categories shown by name. Smaller categories grouped as "Other".
Transactions
| Date | Description | Category | Account | Amount |
|---|
Methodology
How was this dashboard built? — click to expand
Everything here came from files you put in your inbox. No bank-API connections, no third-party data. The pipeline ran locally on your laptop; only the rendered page was uploaded to the host.
Source code on GitHub · Open the categorization rules in the Downloads section below to see exactly which merchants mapped to which categories.
Download your data
Take everything with you. Hand to an accountant, archive, or examine row by row.