Dashboard
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Total Balance
$0.00
All accounts
Period Income
All Time
$0.00
Selected range
Period Expenses
All Time
$0.00
Selected range
Biz in Personal
All Time
$0.00
Est. deductions
Spending by Category
Income vs Expenses
Recent Transactions
Account Summary
Transactions
0 transactions
| Date | Description | Amount | Actions |
|---|
Import Transactions
Upload Bank of America PDF or CSV statements
Bank of America PDF Statement
Drop PDF Statement Here
or click to browse • Select multiple PDFs at once • BofA format
CSV Import
Drop CSV File Here
or click to browse • Columns: Date, Description, Amount, Type
Analytics
Spending trends, income analysis, and 3-month forecast
Monthly Spending by Category
Top Expense Categories
Categorization Rules
Auto-detect business expenses in personal accounts
Settings
App configuration and data management
Appearance & General
Dark Mode
Toggle dark/light theme
Business Name
Tax Rate (%)
For deduction estimates
Data Management
Export Data
Download all data as JSON backup
Import Backup
Restore from JSON file
Fix Duplicate Accounts
Merge duplicate account entries & recalculate balance
Clear All Data
Permanently delete everything
🏦 Manage Accounts & Balances
Enter the ending balance from your most recent statement for each account
ℹ Balance is taken from the PDF "Ending balance" line on import.
Use the fields above to correct a wrong balance without re-importing.
The date should match your most recent statement period end (e.g. 2026-02-28).
About FinanceIQ
FinanceIQ v2.0 • Personal & Business Finance Tracker
Built for TOPCAL INC • Deployed on Cloudflare Pages
Features: Bank of America PDF Import • Auto-Categorization • Business Expense Detection • Analytics & Forecasting
Data stored locally in your browser. No data sent to any server.
Built for TOPCAL INC • Deployed on Cloudflare Pages
Features: Bank of America PDF Import • Auto-Categorization • Business Expense Detection • Analytics & Forecasting
Data stored locally in your browser. No data sent to any server.
🎯 Budget vs Actual
Set monthly budgets per category and track your variance