TrakMoney - Personal Finance Tracker

Add Transaction

Type

Date

Amount

From Account

To Account

Dashboard Sections

Choose which sections are visible on your dashboard.

Manage Categories

▼

Add New Category

Pick an emoji icon:

Monthly Budgets

▼

Set spending limits per category. Leave blank or 0 for no limit.

Import from Bank

Import a CSV statement from your bank. Map the columns, then optionally use Claude AI to auto-categorize your transactions.

Cloud Sync

Back up and sync all TrakMoney data to your account. Syncing replaces server data with your local data.

Export / Import

Export all TrakMoney data as a JSON file for backup or transfer.

⚠️ Reset Data

Permanently delete selected data. This cannot be undone — export a backup first if needed.

Clear accounts & transactions

Keeps categories, budgets, and goals

Clear transactions only

Keeps accounts, categories, budgets, and goals

Reset everything

Wipes all TrakMoney data

Import from Bank CSV

1

Choose file and account

Import into account

Bank CSV file

Export a statement CSV from your bank's internet banking, then select it here.

2

Map the columns

Tell TrakMoney which column in your CSV contains the date, amount, and description.

Date column

Description column

Amount format

Amount column

Debit column (money out)

Credit column (money in)

3

Review and import

4

Categorize with Claude AI

How this works:

Copy the prompt below
Open claude.ai in a new tab and paste it in
Claude will reply with a JSON list of category assignments
Copy Claude's response and paste it into the box below
Click Import with Categories

Your prompt for Claude:

Paste Claude's response here: