Sunday to Saturday
Week of 2026-03-08
Plan: proMembers: 3Min balance: $2,500
Imports
Spreadsheet imports with review before commit
The workflow keeps AI assist optional and reviewable: mapping suggestions first, then row-by-row confirmation with warnings and duplicate checks.
Latest import preview
Workbook-inspired sample from 2026-03-13.
| Description | Suggested category | Destination | Amount | Status |
|---|---|---|---|---|
| Mr Cooper Mortgage | Bills | Recurring expense | $949 | ready |
| Bear River | Bills | Recurring expense | $121 | Potential duplicate recurring utility |
| Good Cache | Paycheck | Income source | $3,000 | ready |