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Project Cascabel

Personal Finance Dashboard

Nick

Administrator

NW

Account Registration

Register new credit cards and bank accounts so the ETL pipeline can resolve imported statements automatically.

Registered Accounts

Loading accounts...

No accounts registered yet.

Click "Register new account" to get started.

Account Bank Type Code Status Actions

Register new account

ETL format available -- imports will resolve automatically No statement format defined for this bank.
Checking...

Canonical display name used throughout Cascabel.

Used for ETL account resolution and masked display.

Unique identifier used internally by the ETL pipeline.

Inactive accounts are excluded from ETL processing.

Unresolved Transactions

card names unlinked
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Card Name (raw) Unresolved Link to Account Action
Linking will update all matching transactions and statements retroactively.
Detecting for:

Upload a sample statement CSV or PDF for . Cascabel will attempt to detect or infer the format automatically. Bank and account type are taken from the form above.

Select a bank in the registration form above before detecting.
Format saved successfully. The bank format indicator above should now show as available.
Cascabel Chat

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