Data Source Management
Select and manage CSV files for comprehensive financial analysis
AI Categorization Settings
AI-Powered Category Suggestions
Use OpenAI to analyze your transaction patterns and suggest intelligent category improvements. AI will only be used with your explicit permission for each analysis.
Currently disabled. AI will not analyze or suggest categories.
No sensitive financial data is ever sent to external services. Only anonymized transaction patterns are analyzed when AI features are enabled with your explicit permission.
Upload New CSV File
Drop CSV file here
or
Recommended: Keep this enabled when uploading real financial data. Disable only for dummy/test data.
Available CSV Files
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File Name
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Size
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Last Modified
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Status
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Actions
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Smart Categories Overview
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Category Name
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Keywords
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Transactions
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Total Amount
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Source
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