A bank transaction dashboard that turns AIB and Revolut CSV exports into a breakdown of spending by payee - parsed entirely in your browser, nothing ever leaves your device.
Live: payee.eglavin.com
- Upload CSV exports from AIB or Revolut (drag & drop or file picker) - one or several files at once, even mixing banks.
- Groups transactions by payee, with an optional fuzzy-matching mode that merges near-duplicate names (e.g. "VDC-TESCO STORES" and "TESCO STORES 4") into a single payee.
- Categorize payees - tag payees into built-in categories (Groceries, Takeout & Restaurants, Bills & Utilities, Transport, and more) or your own custom ones, from the payee table or its detail view. Multi-select and bulk-tag several payees at once (with a confirmation prompt above 10). Category assignments are saved to your browser's local storage, keyed off a normalized payee name, so they reattach automatically the next time you upload a similar export.
- Export/import your categories as a JSON file, to back them up or move them between browsers/devices.
- Filter transactions by date range (with quick presets), payee search, bank, category, and amount range.
- Charts: top payees or top categories by spend, and a spending trend over time.
- Payee detail view: the full transaction list for a payee, its own spend-over-time chart, and category assignment.
- Select and export any set of transactions to a plain-text file.
- Try it instantly with a built-in example dataset (10 payees, 35 transactions across 3 months) - no file needed.
- Light / dark / system theme.
Files are parsed entirely client-side (with PapaParse) - nothing is uploaded to a server. The only thing persisted between visits is your category tags (in localStorage); uploaded transactions are cleared once you close the tab.
This is not a financial advisor - it only visualizes the transactions you give it and doesn't offer financial, investment, or tax advice.
| Bank | Format |
|---|---|
| AIB | CSV export from AIB's online banking |
| Revolut | CSV export from the Revolut app |
New formats can be added under src/lib/formats/ - see src/lib/formats/types.ts for the shape a format needs to implement (matchesHeader + parse).