Debt Snowball
๐ก What-If Simulator
Extra monthly payment:
Tax Intelligence
๐ YTD Deductions by Schedule
โ Possibly Deductible โ Untagged
โ
Year-End Deduction Checklist
Go through each category โ check off what applies to you
FI Tracker
Your FI Number
โ
25ร annual expenses
Net Worth: โ
Est. FI Date: โ
๐
Last 6 Months Cash Flow
AI Spending Insights
This Month's Financial Grade
โ
Run analysis to get your grade
๐ก Subscriptions Detected
Run analysis to detect subscriptions.
๐ก AI Tips
Run analysis to get personalized tips.
โ ๏ธ Spending Anomalies
Run analysis to detect unusual spending.
๐ Tax Tip
Run analysis for a tax tip.
โ๏ธ
Analyzing your finances...
Statement Importer
๐ค Upload
๐ง Email Inbox
๐
Upload PDF Statement
AI reads & extracts all transactions
๐
Upload CSV Export
Direct import from bank CSV
โ๏ธ
AI is reading your statement...
This may take 15โ30 seconds
Transactions Found
๐ง 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
๐ธ
Tap to upload receipt
AI reads vendor, amount & date
Recurring Transactions
You'll be asked to confirm before these are added each month.
Auto Rules
Rules run on every import and manual entry. First match wins โ drag to reorder priority.
Export Data
Export Format
CSV opens in any spreadsheet app. Excel includes multiple tabs.
Choose What to Export
๐ณ Transactions
Date, vendor, amount, category, notes
๐ฆ Budget Summary
Category budgets vs actual spend
๐ฐ Net Worth
Assets, liabilities, and net worth snapshot
๐ณ Debt Snowball
All debts with balance, rate, payoff date
๐ฆ Everything
All of the above in one file
Settings
๐ Security
โ๏ธ Google Drive Backup
Auto-saves receipts, statements, exports & reports to a GKM Financial folder in your Drive
Not connected
๐ต Budget Period
Budget Categories
โ
Bank Statement Queued
Imported from Transactions โ review your matches below
๐ฆ
Import Bank Statement
Or check the "Bank stmt" box when importing CSV in Transactions โ no double upload needed
Matches against your logged transactions by amount & date
All
โ ๏ธ Unmatched
โ Matched
Ignored