Settings

Import CSV exports from your bank or broker to keep your dashboard up to date.

Import a CSV

Or create a new account below

Import profiles

No saved profiles yet. When you map a CSV's columns during import, you can save it as a named profile — Finch will recognize the same format automatically next time.

Categorization rules

No rules yet. Rules auto-categorize transactions during import based on their description.

Cross-device sync

Sync stores your data as a JSON file in a private GitHub repository — free, and yours alone.

1. Create a new, empty private repository on GitHub dedicated only to this app's data.

2. Generate a fine-grained personal access token scoped to just that repository, with "Read and write" access to Contents.

3. Enter the details below.

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