Budget

Sign in to your budget.

Import from card

View budget →

Download a CSV of your transactions from Amex (Statements & Activity → Download → CSV) or Chase (account Activity → the download icon → CSV), then drop it below. Nothing leaves your device until you press Import.

Review

Set a category for each charge. Tick Reimb. for anything someone pays you back for (work travel, or a shared cost) — leave $mine blank if it's fully paid back, or enter your share of a split. Reimbursed money stays out of your budget and shows under "Owed to you." Payments, refunds, fixed bills and anything on/before the start date are skipped (see below).

Skipped

Payments, refunds and rows that look already-tracked. Tick to import anyway.