Financial Dashboard

Overview no data loaded

From To

Entity Range

Total Revenue

$0

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Total Expenses

$0

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Net Profit

$0

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Deposits (Funding)

$0

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Profit Share Out

$0

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Unmatched Txns

0

need job assignment

Chase Balancei

—

import a Chase CSV

Tracked Balancei

$0

net of all transactions

Balance Matchi

—

Account Health

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CC BALANCE (LIABILITY)

$

Insurance Receivable

$0

from open insurance jobs

Monthly Cash Flow

Transactions —

All Transactions

Date	Description	Amount	Category	Subcategory	Job
Drop a Chase CSV to load transactions

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Jobs —

📂 Import Jobs CSV

Entity

📋

No jobs loaded yet
Click "Load LA Jobs" on the Import tab

Import Transactions

📂

Drop Chase CSV here

Or click to browse · Only new transactions will be added

⬆️ Import Backup

Waiting for CSV file...