YTD Income
$0.00
YTD Expenses
$0.00
YTD Net
$0.00
Action Items
Uncategorized Transactions
0
Unreconciled Transactions
0
Unpaid Vendor Bills
0
Income Breakdown
Every credit counted in the Income number, grouped by category. Click a row to view the matching transactions.
Recent Transactions
| Date | Description | Category | Amount | Account |
|---|
| Date | Description | Category | Amount | Account | Status |
|---|
Drag and drop PDF bank statements here
or click to select files
Uploaded Statements
| Date | Filename | Account | Type | Transactions | Ending Balance |
|---|
| Invoice # | Insured | Type | Carrier | Date | Amount | Status | Source |
|---|
Active Vendors
0
1099 Vendors
0
Paid YTD
$0.00
| Vendor | Default Category | 1099? | Tax ID | Bills (YTD) | Paid (YTD) | Docs |
|---|
Total Outstanding
$0.00
Paid This Month
$0.00
Total Bills
0
| Vendor | Invoice # | Description | Received | Due | Category | Amount | Status |
|---|
Total
0
Reconciled
0
Unreconciled
0
Percentage
0%
| Date | Description | Amount | Account | Status |
|---|
Accounts
| Name | Type | Bank | Last 4 | Balance |
|---|
Learned Patterns
When you manually set a category on a transaction, we remember the merchant fingerprint so future transactions auto-tag with the same category. Learned patterns take priority over the built-in rules.
| Merchant Fingerprint | Category | Used |
|---|
💾 Data Backup & Restore
Download a full JSON backup of all your data. Backups auto-download once per day when you open the app. You can also manually backup or restore at any time.
🔄 Bank Sync (SimpleFIN)
Connect your bank accounts via SimpleFIN Bridge ($15/year) to auto-import transactions nightly. Sign up, link your BofA accounts, then paste your Setup Token below.
About
H&S Risk Solutions — business finance tracker connected to Supabase.
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