YTD Income
$0.00
YTD Expenses
$0.00
YTD Net
$0.00
Action Items
Uncategorized Transactions
0
Unreconciled Transactions
0
Recent Transactions
| Date | Description | Category | Amount | Account |
|---|
| Date | Description | Category | Amount | Account | Status |
|---|
Drag and drop PDF bank statements here
or click to select files
Uploaded Statements
| Date | Filename | Account | Type | Transactions | Ending Balance |
|---|
| Invoice # | Insured | Type | Carrier | Date | Amount | Status | Source |
|---|
Total
0
Reconciled
0
Unreconciled
0
Percentage
0%
| Date | Description | Amount | Account | Status |
|---|
Accounts
| Name | Type | Bank | Last 4 | Balance |
|---|
Learned Patterns
When you manually set a category on a transaction, we remember the merchant fingerprint so future transactions auto-tag with the same category. Learned patterns take priority over the built-in rules.
| Merchant Fingerprint | Category | Used |
|---|
💾 Data Backup & Restore
Download a full JSON backup of all your data. Backups auto-download once per day when you open the app. You can also manually backup or restore at any time.
About
Texas One Source — historical/tax closeout financial tracker.
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