The Ledger
New leak hunt
{% include 'includes/ledger_nav.html' %}
{% with messages = get_flashed_messages(with_categories=true) %} {% for category, message in messages %}
{{ message }}
{% endfor %} {% endwith %}

Upload CSV

v1 supports PNC personal-checking CSVs natively and a generic 4-column format (date, description, amount). Parsing is best-effort; if rows don't show up correctly, fall back to a generic CSV with those columns. Amounts will be normalized so positive = money leaving checking.

{% if accounts %}

Lets the hunt remember which account this CSV came from.

{% endif %}
Cancel

What happens next: the system parses the CSV, runs your saved rules to auto-categorize what it can, flags repeat-merchant transactions as recurring, then drops you on the review screen where you fix anything wrong and create rules for future imports.

{% include 'includes/today_panel.html' ignore missing %} {% include 'includes/active_timer_strip.html' ignore missing %}