Transactions — WealthOS

Monthly Summary

Current month at a glance

💰

Total Income

$0.00

💸

Total Expenses

$0.00

📊

Net Balance

$0.00

Spending by Category

Last 30 days expense breakdown

Search & Filter

Showing all transactions

🔍 Search

💸 Type

📁 Category

📅 Date Range

💰 Amount Range

💡 Spending Insights

Current month analysis

📊 Top 5 Categories

📈 Month-over-Month

$0.00

this month

$0.00

last month

💰 Average Daily Spending

$0.00

Based on 0 days

📅 Current Month Total

$0.00

0 transactions

Spending Trends — Last 30 Days

Based on filtered transactions

📈

Total Income (This Month)

$0.00

📉

Total Expenses (This Month)

$0.00

💰

Net (This Month)

$0.00

Add Transaction

Record a new income or expense

Load from Template

Transaction Type

Category

Time Period

Export range:

Loading transactions...

📊

Drag & drop CSV file here

or click to browse (max 5MB, 1000 rows)

📄 Supported CSV Formats

date,amount,description,category 2024-01-15,45.50,Lunch at Cafe,Food 2024-01-16,-3500.00,Monthly Rent,Housing OR with debit/credit columns: date,debit,credit,description 2024-01-15,45.50,,Lunch at Cafe 2024-01-16,,3500.00,Monthly Salary

Upload your CSV and map the columns in the next step.

🔗 Map Your Columns

Date Column *

Amount Column

Description Column

Category Column

Type Column

💡 Tip: If your CSV has a Type column (income/expense), select it above. Otherwise, use Amount (positive=income) or Debit/Credit columns below.

Debit Column (Expenses)

Credit Column (Income)

👀 Preview (first 3 rows)

Date	Amount	Type	Category	Description

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