Ledger

You'll stay right here on the Home page, with a quick preview: net position, income, expenses, and a side-by-side look at your first few rows (raw values next to how they were interpreted).

If anything looks off (a date format, a stray column, a blank amount), it's listed right below that comparison and View full analysis stays disabled until you fix the file and re-upload. Once it's clean, that button takes you to the charts and full transaction table.

At the top of the Analysis page, the Year and Month filters are built from whatever's actually in your data. Choosing one narrows the other down to combinations that exist.

Whatever you pick reshapes everything below it: the net position, income and expenses, both time-based charts, and the transaction table.

Yes. Click a slice on either donut chart, or its matching row in the legend, and the whole page filters down to that category: the net position, both time-based charts, and the table. Click it again to remove it, and you can select more than one category at once from either chart.

A small "Category:" pill appears next to the other filters whenever one's active, with a × to clear it. The donut charts themselves always show every category so you can keep adding or swapping selections without losing your place.

Yes, from the dropdown next to the other Analysis filters. It only changes how amounts are displayed (which symbol is shown); it doesn't convert the underlying numbers, since there's no live exchange rate behind it.

Don't see your currency listed? Choose "Custom..." and type in a 3-letter code (like GHS or XAF) to use as the prefix instead.

Click a column header to sort by it, click again to flip direction, and a third click clears that sort. Clicking another header while one is active adds it as a tiebreaker: small numbers on each header show the sort priority.

The table shows 25 transactions at a time, and pages beneath it if there's more.

No. Everything runs in your browser, and your CSV never leaves your device.