Good to see you ✦
Here's your financial snapshot
Monthly take-home
Santiago
$3,900
Ann
$2,000
Santiago 66%
Ann 34%
Combined: $5,900/mo
Banking structure
Capital One 360
Hub account — receives both salaries
→
AMEX HYSA 3.20%
Long-term savings
Capital One HYSA
Near-future savings
Fun money → separate personal debit cards for each person. Spend freely, no tracking needed.
Savings goals
Budget plan
All amounts split proportionally by income. Edit inline.
Shared expenses (hub account)
| Item | Amount/mo | Santiago | Ann |
|---|
Savings contributions
| Goal / Fund | Amount/mo | Santiago | Ann |
|---|
Monthly summary
Savings goals
Track progress and projected completion dates
Add entry
Log a transaction manually
Import statement
Upload a bank statement and AI will categorize your transactions
Privacy: Files are read locally and sent only to the AI API for analysis. No raw statement data is stored in this app — only extracted transactions.
Tip: Use CSV exports (not PDF) to minimize sensitive data sent. Remove account numbers from CSV before uploading.
Download from your bank → Transactions → Export/Download as CSV. PDF also works.
Monthly view
Transactions
No entries for this month yet.
Settings
Configure income, emails, and automation
Monthly take-home income
Email addresses
Used by Google Apps Script to send bi-weekly snapshots (1st & 15th) and monthly meeting reminders.
Google Sheets sync URL
Deploy the Apps Script below, then paste the Web App URL here.
Data management
Google Apps Script
Paste this entire script into script.google.com → new project. Set up 3 triggers as described in the comments.