⚠️ Needs Your Review
| # | Date | Description | Amount | Best Guess |
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To resolve: open Claude Code and say "reconcile [month] unknowns — 1 is [category]" and Claude will update the data and regenerate this report.
Spending by Category · click to drill down
Monthly Trend
Monthly Budget — Actual vs Budget
| Category | Amount | Budget | Usage | Txns | vs prev |
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Annual Budget Tracker
| Category | YTD Spent | Annual Budget | % Used | Remaining | Expected by Now | Status |
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Top Transactions
| # | Date | Description | Category | Month | Amount |
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Statement Reconciliation
Totals per source file — compare against your actual statement to verify all transactions were captured.
| Source File | Debits (expenses) | Credits (income/refunds) | Net |
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