Monthly Cash Flow
Expenses by Asset Class
Top Expense Categories
Net P&L by Asset
Import Bank CSV
Click or drag & drop NAB / Westpac CSV files here
Supports NAB and Westpac formats. Duplicates are detected automatically.
Supported Formats
NAB: Date, Amount, Narrative, Merchant Name
Westpac: BSB, Account, Date, Narration, Cheque, Debit, Credit, Balance
Generic: Any CSV with Date, Amount, Description columns
Data Summary
No data yet.
Add Cash Transaction
Upload Receipt
Click or drag & drop receipts here
JPG, PNG and PDF supported · Multiple files at once
Unlinked
— receipts not yet matched to a transactionLinked
— receipts matched to a transaction
0 selected
| Date ↕ | Description ↕ | Account | Amount ↕ | Type | Asset Class | Category | GST | Notes |
|---|
Monthly Cash Flow
Monthly Breakdown
P&L Overview
Asset Columns:
P&L by Asset Class
BAS / GST Summary
Asset Class Profitability Ranking
Property / Asset Statement
Select an asset class above to view its statement
Tax Summary (Accountant Report)
Bank Accounts
Asset Classes
General Settings
Categories
0 selected
Exact Match
0
Category & asset class auto-filled from your history — safe to bulk accept
Partial Match
0
Similar to past transactions — review & adjust before accepting
Transfer Pairs
0
Both sides of a transfer detected in staging — accept together
New Transactions
0
No history found — classify then accept
Pending Review
0
Auto-detected transfer pairs — confirm or dismiss each one
No pending transfer pairs.
Confirmed Transfers
0
Excluded from income & expense calculations
No confirmed transfers yet.
Connected Banks
Not connected
No bank accounts connected yet. Click Connect Bank to get started.
Sync Transactions
Pull the latest transactions from your connected banks into your Staging Queue for review & categorisation.