Drop any Excel file — facility and month are detected automatically.
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Click to select your Excel file (.xlsx)
Date
Description
Cardholder
Category
Amount
Tips
• Facility comes from the card number when that card is registered under Cardholders. Sheet and file names are only a fallback for unregistered cards.
• Month & year are read from the Transaction Date column automatically.
• Bulk files with multiple months or facilities are split automatically.
• Re-importing the same month + facility replaces those transactions, never duplicates.
• Merchant rules (Amazon, Uber, Walmart) auto-apply on every import.
Manage Imports
Delete imports, edit categories, or auto-categorize historical data.
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Edit Transactions
Date
Description
Cardholder
Amount
Category
Cardholders
Card number is the source of truth on import — it determines both the cardholder name and the facility. Sheet names are ignored when a card is registered here.
Card Last 4
Cardholder Name
Email
Facility
Monthly Budget
Ind. Spend
Tx Count
* inherited from the built-in Dove budget list — set a value here to override it.
Budget View
Actual expenses by category & month — across all facilities or drill into one.
Range:
Census — enter client count to calculate per-client costs:
Individual Spend
Year-end budget tracker & category breakdown by cardholder.
Category Breakdown
✎ Monthly Review
Review cardholder charges by month. Approve, flag, or leave a note on any transaction.
💳 My Expenses
Categorize your own card charges here.
Insights
AI-style analysis of all imported data — recommendations, trends, and facility comparisons.
🎯 Recommended Monthly Budget
Based on historical averages. Recommended = median monthly spend + 15% buffer. Sorted by highest spend.
CATEGORY
AVG / MONTH
RECOMMENDED
TREND
⚠️ Watch List
Categories trending up the most — investigate these.
✅ Savings Wins
Categories trending down — keep it up.
🏥 Facility Spending Heatmap
Average monthly spend per category per facility. Darker = higher relative spend.
CATEGORY
TOTAL AVG
📊 Biggest Month-over-Month Swings
The largest single-month jumps and drops across all facilities.
🏢 Organizations
Manage all client organizations and their users.
Create Organization
All Organizations
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Manage Organization
Email Domains
Invite User
Pending Approval
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Active Users
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Facilities
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Split Charge
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