Who it's for
- Households tracking a budget
- Freelancers and small businesses reviewing costs
- Clubs and societies reporting spending
AI tools by job · DashForge Studio
Expense dashboard from your spending data
You know roughly what you spend; a dashboard shows exactly where it goes. Upload an expense sheet or a bank export and DashForge shows spending by category and month, the biggest payees and how it is changing.
Start free with DashForge StudioHow DashForge Studio works1 credit · 2 free credits a day, no sign-up needed
What you get
- Total and monthly average spend
- Spending by category and payee
- Monthly trend
- Filterable list of every expense
How it works
- Upload your expense sheet or bank CSV.
- Mark the date, amount and category columns.
- Say what you want to cut or understand.
- Build and review.
Example request
“6 months of bank transactions with date, description, amount and my category column.”
What comes back
- Total spent and monthly average
- Spending by category
- Top 10 payees
- Monthly trend
- Table filtered by category
Tips for a better result
- Add a category column for the clearest result.
- Separate income and expenses, or say which is which.
- To log spending going forward, make an expense tracker with AI Tracker.
- Mark one-off costs (like a new phone) so they don't hide your regular pattern.
Questions
Is my bank data safe?
The file is read in your browser. The AI sees column summaries and three sample rows to plan the charts; consider removing account numbers first.
Can it categorise transactions for me?
It works best with a category column. Without one, it groups by what your columns contain, such as payee.
Can I track new expenses?
DashForge analyses data you have. For daily logging, use AI Tracker's expense tracker.
Price?
1 credit.
Can I compare months?
Yes. With a date column, spending is shown by month so you can see which months were heavy.
Related
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