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Dashboard Accounts Envelopes Budget Transactions Reports Fraud Alerts Settings

Accounts

Envelope Overview

Recent Transactions

All Accounts

Budget Envelopes

Budget Overview

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12-Month Average Monthly Spending

Trailing 12 months, averaged per month. Each transaction is counted once; internal account transfers & budget reallocations are excluded. Loan & tax payments are pulled from the chequing account by payee.
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Spending Trends

Debt Payoff Tracker

When a debt is paid off, apply its payment to the next debt

Annual Report

Fraud Alerts

Import Bank Files

For the banks Plaid can't reach: Tangerine (savings + MasterCard CSV) and Canadian Tire Triangle CSV. Select any number of files; the bank and account are detected, transactions already in budget are skipped, and nothing is saved until you click Import. TD comes in automatically through Plaid.

Goodbudget Connection

Import CSV from Goodbudget

Upload a Goodbudget history export CSV to import older transactions.

Import PC Financial CSV

PC Financial Mastercard export only. For Tangerine and Canadian Tire use Import Bank Files at the top of this page. Payments are auto-skipped. Envelopes are auto-suggested from payee history.

Import TD Bank CSV

Upload an account activity CSV exported from TD EasyWeb. Duplicates are auto-skipped. Account balance is set from the CSV.

Import Credit Card CSV

Upload a CSV from Canadian Tire / Triangle MC or similar credit card statements. Duplicates are auto-skipped.

Sync History

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