Transaction Dashboard

Total Transactions
0
Income
$0
Expenses
$0
Net
$0
0 selected transactions
Transactions
Date Description Amount Category Contact Confidence Actions
By Category
No categories yet
🔁 Recurring Expenses
Monthly Fixed Cost
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Reports

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From To
Total Income
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Total Expenses
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Net Income
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Transactions
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Spending by Category
Top Merchants by spend
Category Breakdown
Gross Profit
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Operating Income
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Net Income
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Profit & Loss Statement
Balance Sheet as of
Total Assets
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Total Liabilities
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Total Equity
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Balance Sheet as of today

Chart of Accounts

Assets
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Liabilities
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Equity
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Revenue
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Expenses
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Customers

Total Customers
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Active
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Inactive
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Vendors

Total Vendors
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Active
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Inactive
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📒

Welcome to ZeroBooks

Import your first bank statement and watch AI categorize every transaction — it takes about 30 seconds.

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Supports CSV, OFX, QFX from Chase, Bank of America, Wells Fargo, TD Bank, and most major banks.

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CSV, OFX, or QFX · up to 5MB

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Reading your bank statement
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You're all set!

Your transactions are imported and categorized. Here's what we found:

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Transactions
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Categorized