Tax Intelligence
π YTD Deductions by Schedule
β Possibly Deductible β Untagged
β
Year-End Deduction Checklist
Go through each category β check off what applies to you
FI Tracker
Your FI Number
β
25Γ annual expenses
Net Worth: β
Est. FI Date: β
π
Last 6 Months Cash Flow
AI Spending Insights
This Month's Financial Grade
β
Run analysis to get your grade
π‘ Subscriptions Detected
Run analysis to detect subscriptions.
π‘ AI Tips
Run analysis to get personalized tips.
β οΈ Spending Anomalies
Run analysis to detect unusual spending.
π Tax Tip
Run analysis for a tax tip.
βοΈ
Analyzing your finances...
Statement Importer
π€ Upload
π§ Email Inbox
π
Upload PDF Statement
AI reads & extracts all transactions
π
Upload CSV Export
Direct import from bank CSV
βοΈ
AI is reading your statement...
This may take 15β30 seconds
Transactions Found
π§ Your Statement Email Address
Set up email worker to enable
Forward any bank or credit card statement email to this address. The app will automatically extract the attachment and queue it for import.
Pending Statements
Accounts
Accounts let you tag transactions by source. Select one when importing a CSV.
Receipt Scanner
πΈ
Tap to upload receipt
AI reads vendor, amount & date
Auto Rules
Rules run on every import and manual entry. First match wins β drag to reorder priority.
Export Data
Export Format
CSV opens in any spreadsheet app. Excel includes multiple tabs.
Choose What to Export
π³ Transactions
Date, vendor, amount, category, notes
π¦ Budget Summary
Category budgets vs actual spend
π° Net Worth
Assets, liabilities, and net worth snapshot
π³ Debt Snowball
All debts with balance, rate, payoff date
π¦ Everything
All of the above in one file
Settings
βοΈ Google Drive Backup
Auto-saves receipts, statements, exports & reports to a GKM Financial folder in your Drive
Not connected
π΅ Budget Period
Budget Categories