Project Cascabel

Personal Finance Dashboard

Nick

Administrator

NW

Upload Statement

Upload a statement file (CSV or PDF) to process

Drop file here or click to browse

CSV or PDF files, maximum 10MB

Upload Successful

Statement ID

File Name

Transactions Inserted

Duplicates Skipped

Total Transactions

Processing Time

s

Post-Processing Analysis

⚠️ Unmatched Merchants

patterns need attention

✓ All merchants matched successfully

🔔 Anomaly Alerts

alerts detected

Review these on the Alerts & Recurring page

🔄 Recurring Expenses

transactions linked

⚠️

Unresolved Accounts transactions could not be matched to a registered account

Register Account

📊 View Dashboard 🏷️ Fix Unmatched ()

Duplicate File Detected Upload Failed

This file was previously uploaded as:

Statement ID:

📝 Instructions

• Credit Cards: Upload CSV files from DBS or UOB
• Bank Accounts: Upload CSV files from POSB/DBS Savings
• PayLah! Wallet: Upload PDF statement files
• Files are automatically detected and processed
• Duplicate transactions are automatically skipped
• Unmatched merchants are flagged for your attention
• Maximum file size: 10MB
• Supported formats: CSV, PDF

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