Dashboard
The household at a glance.
Total net worth
—
Recent activity
| Date | Account | Payee | Category | Amount |
|---|
Accounts
Your money's homes.
+ Add account
Transactions
The full ledger.
| Date | Account | Payee | Category | Amount |
|---|
Import
Bank reports in, ledger entries out.
1 · Choose the account
2 · Paste the bank export (CSV)
Auto-detects common formats — NAB/CBA (Date, Description, Amount / Debit-Credit), Up, and friends. Statements forwarded to Jeeves land here too.
| Date | Payee | Category | Amount |
|---|
Settings
The machinery behind the curtain.
Automated bank reports
To feed this dashboard automatically: export your bank's statement as CSV (or set up scheduled statement emails), then either paste it here on the Import page or forward the file to Jeeves in Telegram — the butler will import it for you.
Planned: a dedicated inbox + nightly poll that ingests arriving statements with no human in the loop.
Planned: a dedicated inbox + nightly poll that ingests arriving statements with no human in the loop.
API access
The ledger is a full REST API too — interactive docs. Your session token is used by this page; automation can mint tokens via
/auth/login.