Overview
Net Worth
$0
assets − liabilities
This Month Income
$0
—
This Month Spending
$0
—
Monthly Balance
$0
income − expenses
Spending by Category · This Month
Income vs Spending · Last 6 Months
Monthly Calendar
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Spending
Income
Recurring bill
Future bill
Recurring Bills
No recurring bills yet. Add one above.
Recent Transactions
| Date | Description | Category | Type | Amount |
|---|---|---|---|---|
No transactions yet. Add one in Transactions. | ||||
Transactions
All
Income
Expenses
Budget
Category Budgets
No budgets set yet.
Budget Overview
Net Worth
Total Net Worth
$0
Assets $0
Liabilities $0
Assets
$0
No assets added.
Liabilities
$0
No liabilities added.
Savings Goals
No savings goals yet.
My Finances
All data stays local · never uploaded
Import Transactions
Supported Banks — Auto-detected
🍁 Wealthsimple
🟢 Simplii
🔴 Scotiabank
🟩 TD Bank / Aeroplan
🔵 CIBC
☀️ Sun Life
🏦 RBC
🏦 BMO
📄 Generic
Drop one or more bank CSVs here or click to browse
Multiple files OK — useful for TD Aeroplan exports split by date range
Property
Vehicles
Credit Cards
Debts & Loans
Investment Accounts
Net Worth Impact
From Hub (Assets)
$0
From Hub (Debts)
$0
Hub Net Equity
$0
These values flow automatically into the Net Worth page. Changes save instantly.
Holdings
Total Portfolio
$0
market value
Total Book Value
$0
cost basis
Unrealized Gain
$0
—
Accounts
0
0 positions
Portfolio by Account
Holdings by Position
No holdings imported yet.
Wealthsimple → Profile → Documents → Holdings report → Download CSV
Trade Activity
Buy/sell transactions imported from your brokerage — excluded from spending and income totals.
E-Transfers
Total Received
$0
0 transfers
Total Sent
$0
0 transfers
Net
$0
received − sent
By Contact
All E-Transfer Transactions
Account Activity
Bank transfers and credit card payments — excluded from income, spending, and net worth calculations.
Credit Card Payments
Payments made to credit card balances. Not counted as expenses.
Bank Transfers
Money moved between your own accounts (Simplii ↔ Wealthsimple). Not counted as income or expenses.
Settings
Transaction Categories
These categories appear in transaction lists, the review modal, and budget tracking. Default categories cannot be removed, but you can add your own.
Default Categories
Custom Categories
Reassign Account Tags
Rename an account label across all matching transactions at once. Useful when transactions imported as "Generic CSV" or with the wrong name. Also detects and fixes expenses that were imported as Income.
Tag Colours
Customise the colour of account and category pills in the transaction list. Click a colour swatch to change it. Click ✕ to reset to default.
Account Tags
Category Tags
Trips
No trips yet. Add one to get started.