Your financial overview at a glance
All categorized transactions
| Date | Description | Amount | Category | Confidence | Status |
|---|
Upload a CSV from your bank and let AI categorize everything
or click to browse. Supports most bank export formats.
Required columns: Date, Description, Amount (or Debit/Credit)
Uploading and categorizing...
Lucro supports most bank CSV export formats. We look for these columns (case-insensitive):
| Column | Aliases | Required |
|---|---|---|
| Date | Date, Transaction Date, Trans Date, Posted Date | Yes |
| Description | Description, Memo, Narrative, Details, Name | Yes |
| Amount | Amount, or separate Debit/Credit columns | Yes |
| Account | Account, Account Name, Bank Account | No |
| Reference | Reference, Ref, Check Number, Transaction ID | No |
Monthly income statement generated from your categorized transactions
Choose a month from the dropdown to generate your P&L statement.