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Finances

A personal finance dashboard for the self-employed. Import bank statements, categorise spending, plan your financial future, and stay UK-tax-aware.

What it does

  • Import PDF or CSV bank statements from HSBC, Nationwide, and more
  • Auto-categorise transactions with pattern-matching rules
  • Interactive charts — spending breakdown, trends, top merchants
  • Financial planning — income projections, tax, lifetime forecasting
  • Runs entirely in your browser — your data never leaves your device
  • Optional server sync for cross-device access and AI-assisted queries