Tax Dashboard — Araiza 2025

Total Transactions

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expenses

Total Expenses

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all accounts

Total Income

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all accounts

Confirmed Deductible

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—% of total

Pending Review

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transactions to review

Spending by Category

Monthly Spending by Deductible Status

💚 Income by Category

Transactions classified as income, grouped by category

🔴 Expenses by Category

Top expense categories by total gross amount

✅ Deductions by Category

Top categories by actual deductible amount

Account Summary

Account	Entity	Income	Expenses	Net Balance	Confirmed Deductible
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Account

	Date ↕	Account ↕	Description ↕	Category ↕	Amount ↕	Deductible ↕	Type ↕	Ded % ↕	Ded Amount ↕	Notes ↕
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Category Rules

Define how transactions are auto-classified by keyword matching. Changes apply to new imports; use Re-categorize to update existing transactions.

Category Name	Keywords	Deductible Default	Active	Actions
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Import CSV Statement

Step 1 of 2 — Upload file

1 · Upload & Account

2 · Map Columns

Account

CSV Delimiter

CSV File

Drop CSV here or click to browse

No file selected

Date Column *

Description Column *

Amount Mode

Single column (+ / − values) Debit + Credit columns

Amount Column *

Sign Behavior

Date Format (auto-detected, override if needed)

Preview (first 5 rows)

Tax Dashboard — Araiza 2025

Spending by Category

Monthly Spending by Deductible Status

💚 Income by Category

🔴 Expenses by Category

✅ Deductions by Category

Account Summary

Export CPA Report

Category Rules

Re-categorize All Transactions?

Tax Dashboard

Spending by Category

Monthly Spending by Deductible Status

💚 Income by Category

🔴 Expenses by Category

✅ Deductions by Category

Account Summary

Export CPA Report

Category Rules

Re-categorize All Transactions?

New Category

Import CSV Statement

Confirm Delete