Expense Tracker

Monthly credit card expense management

Loading expense data…

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1

Upload Statement

Upload PDF credit card statement

2

Review & Categorize

Verify parsed data, fill categories

3

Submit to Sheets

Push finalized expenses to Google Sheets

4

Dashboard

View expense analytics & export

📋 Monthly Expense Workflow Guide

Follow these steps to process your monthly credit card expenses:

  1. Upload your credit card PDF statement below. The parser will extract vendor names, dates, and amounts.
  2. Review parsed transactions. Recurring expenses from prior months will be auto-categorized (highlighted in green).
  3. Categorize any new or uncategorized expenses using the dropdown menus.
  4. Submit the finalized data to Google Sheets and export to Excel if needed.
💡 Tip: The system remembers recurring vendors (subscriptions, rent, insurance) and auto-fills their category, subcategory, and notes from prior months.

Drop your credit card PDF statement here

or click to browse — supports most major bank/card statement formats

✏️ Review & Categorize

Rows highlighted in green were auto-filled from prior months' data. Review all rows and fill in any missing categories, subcategories, or notes. Click any editable cell to modify it.

Date Vendor Amount Primary Category Secondary Receipt? Notes ✕

🚀 Submit to Google Sheets

Review the summary below. Once submitted, all expenses will be appended to the "Expense Tracker" tab in your WIND Portfolio Data spreadsheet.

Expenses by Primary Category

Expenses by Secondary Category

DateVendorAmountCategorySecondaryReceiptNotes

Monthly Spend Trend

Spend by Category

Top 10 Vendors by Spend

Category Breakdown (Secondary)

MonthPersonVendorDateAmountCategorySecondaryReceiptNotes