Financial Dashboard

Your money, at a glance

All Transactions

$

No transactions yet

Upload a CSV file from your bank to get started.

Import Transactions

CSV
+

Drop your CSV file here

Or click to browse. Supports most bank export formats.
Expected columns: date, description, amount (or debit/credit)

Supported CSV formats

Most bank exports work out of the box. Sivvy auto-detects columns:

Date: date, Date, Transaction Date
Description: description, Description, memo, Memo
Amount: amount, Amount, debit, Debit, credit, Credit
Category: category, Category (optional)

AI Financial Brief

*

No brief yet

Upload transactions first, then generate an AI-powered financial brief that breaks down your numbers in plain English.