Build Smart Budgets.
Hit Goals Faster.
Financial Context Snapshot
Last 30 days
Income
$0.00
Expenses
$0.00
Net
$0.00
Accounts Total
$0.00
Overspending buckets: 0
Month: —
Imported items: 0
Needs category review: 0
Spending by Category
Last 30 days
Spending Trend
Monthly view
Budget vs Actual
Core buckets
Income Streams
Last 30 days
Bucket Drill-Down
Category Spend Bars (Last 30 Days)
Quick category view beside drill-down
Imported vs Manual
Transaction source mix
Import Review Queue
Items waiting for category confirmation
No imported transactions need review right now.
Smart Imports
Upload bank statements, receipts, CSVs, screenshots, or text files. BudgetSense will extract transactions, use statement ending balances, and ask you to confirm categories when needed.
Drop files here or choose files
Supported: PDF, JPG, PNG, WEBP, TXT, CSV.
Best for: bank statements, purchase receipts, transaction exports, account summaries.
Best for: bank statements, purchase receipts, transaction exports, account summaries.
Files Imported
0
Transactions Added
0
Receipts Processed
0
Statements Processed
0
No imports yet.
Needs Category Review
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If AI is not confident about a bank statement transaction, it will show here so the user can answer in real time.
No transactions need review right now.
Import History
Imported files, detected accounts, statement ending balances, and added transaction counts.
Budget + Categories
Set targets, create categories, and keep your monthly plan clean.
Create Custom Category
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Budget Inputs
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Transactions
Manual entries, imported statement transactions, and reviewed uploads all appear here.
Add Transaction
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Quick Add
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Search + Filters
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Recurring Bills + AutoPost
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Transactions from bank statements, receipts, reviewed imports, and manual inputs will all show below.
Accounts
Balances update from transactions and statement ending balances.
Add Account
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Statement Ending Balance Reconciliation
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No statement ending balances have been imported yet.
All Accounts
Imported statement balances use ending balance, not beginning balance.
Savings, Debt Payoff, Big Goals
Track progress and keep goal inputs tucked away until needed.
Accounts
Your balances update from transactions and imports.
Add Goal
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Credit Profile
Quick snapshot of debt + utilization
Credit Inputs
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Insights by Tia
Gemini on the frontend can read your budgets, transactions, accounts, uploads, and review queue to generate insights.
Up to date
What Tia Is Reading
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Tia data snapshot will appear here.
Budget Coach
Tap “Refresh Insights” to generate coaching.
Spending Coach
Tap “Refresh Insights” to generate coaching.
Goals Coach
Tap “Refresh Insights” to generate coaching.
Credit Coach
Tap “Refresh Insights” to generate coaching.
Local Money Updates
Money advice and local updates based on your area
Local money advice will appear here.
Local money news will appear here.
Ask Tia
Tia can use your transactions, uploads, review queue, budgets, balances, and category activity to answer directly from your app data.
Ask a Question
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Quick Prompts
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Tia Context Snapshot
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Tia context will appear here.
Tia is ready.