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👋 How to use
📥 Inputs
🎯 Budget
📊 Dashboard

How to use Fintro Budget

Three simple steps — takes about 5 minutes to get your full picture.

1
📥 Add your transactions

Go to the Inputs tab and upload a CSV from your bank — TD, RBC, BMO, Scotiabank, CIBC, Tangerine, Simplii, and Wealthsimple are all supported. Or add transactions manually.

Entries tagged auto were guessed by category — click the dropdown to correct any that are wrong.

2
🎯 Set monthly targets

Go to the Budget tab and type a target amount next to each spending category. Green means under budget, red means over. Your actuals are pulled automatically from your transactions.

3
📊 Explore your dashboard

Go to the Dashboard tab to see charts, trends, and insights. Filter by month using the chips at the top. The insights section flags patterns — like high eating-out spend or a strong savings rate.

💡 Tip: Sign in to save your data permanently across devices. Without an account, data is stored locally in your browser only.
📥
Step 1 — Add your transactions

Upload a CSV from your bank to auto-import and categorize everything. Or add manually below. Entries tagged auto were guessed — click the dropdown to correct any. See the full guide →

Upload your bank statement
1️⃣
Log into your bank
TD, RBC, BMO, Scotiabank, CIBC, Tangerine, Simplii, Wealthsimple
2️⃣
Go to transaction history
Find your account's recent transactions page
3️⃣
Download as CSV
Look for "Export", "Download", or "Save" — choose CSV format, not PDF or Excel
4️⃣
Drop it below
Drag the file onto the box or click to browse. Takes seconds.
📋 Bank-by-bank download instructions (click to expand)
TD Bank: EasyWeb → My Accounts → select account → Download → choose date range → CSV
RBC: Online Banking → Accounts → View Transactions → Download → CSV
BMO: Online Banking → Accounts → select account → Download Transactions → CSV
Scotiabank: Online Banking → Account Details → Export Transactions → CSV
CIBC: Online Banking → Account History → Export → CSV format
Tangerine: Online Banking → Accounts → Activity → Download → CSV
Simplii: Online Banking → Account → Transaction History → Download CSV
Wealthsimple: Cash account → Activity → Export CSV
📄
Drop your CSV here or click to browse
Must be a .csv file — not PDF, not Excel (.xlsx)
🔒 Processed entirely in your browser — your data never leaves your device
No CSV needed — see how the dashboard looks with real data

Transactions

DateDescriptionAmountTypeCategoryNotes
📂

No transactions yet — upload a statement or add one below.

Add transaction manually
🎯
Step 2 — Set your monthly targets

Type a target next to each category. Green = under budget, red = over budget. Actuals are pulled from your Inputs automatically. See the full guide →

Total income
$0
all transactions
Total spent
$0
0% of income
Net saved
$0
0% savings rate
Budget variance
—
set targets below
Expense budgets
CategoryActualMonthly targetVariance
Income sources
SourceActualMonthly targetVariance
📊
Step 3 — Explore your spending

Filter by month using the chips above, or view all time. Charts update instantly. The insights section flags patterns worth paying attention to. See the full guide →

Your financial overview

Filter by month or view all time

Income
$0
Expenses
$0
Net
$0
Savings rate
0%
Spending by category
Expense breakdown
Monthly income vs expenses
Insights