Private Financial Intelligence

Your finances.
Crystal clear.

Import bank statements, automatically categorize transactions, and get deep analytics on your spending, income, and investments. All in one private, invite-only dashboard.

Access DashboardSee Demo

Everything you need to understand your money

From transaction imports to deep analytics, built for people who want full control over their financial data.

Spending Analytics

Interactive charts breaking down spending by category, subcategory, and merchant with monthly trend analysis.

Income Tracking

Track income sources, view monthly trends, year-over-year comparisons, and identify your top payers.

Portfolio Overview

Monitor investment accounts with holdings breakdown, cost basis tracking, and month-over-month performance.

Smart Categorization

Automatic merchant recognition and categorization with 100+ rules. Groceries, dining, subscriptions, and more.

Calendar View

Visual daily spending calendar with heat mapping. See exactly how much you spent on any given day.

Multi-Profile & Secure

Support for multiple financial profiles with invite-only registration and role-based access control.

See it in action

A preview of the dashboard with sample data. Your real data stays private and encrypted.

finance.withlukas.com
Finance WithLukas

3,847 transactions · 24 months

Demo User
Overview
Income
Portfolio
Categories
Merchants
Venmo
Insights
Calendar
Txns

Total Spent

$48,291

3,847 transactions

Total Income

$72,150

+12.3% vs last year

Net Savings

$23,859

33.1% savings rate

Avg Monthly

$4,024

across 12 months

Monthly Spending vs Income

SpentIncome
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

Spending by Category

$48.3ktotal
Housing32%
Groceries18%
Dining14%
Transport12%
Shopping10%
Subscriptions8%
Other6%

Top Merchants

1
KrogerGroceries
48x$3,842
2
AmazonShopping
36x$2,917
3
StarbucksCoffee
84x$521
4
NetflixSubscriptions
12x$192
5
Uber EatsDelivery
22x$687

Portfolio Value

$35,200

+43.7% YTD

JFMAMJJASOND

Daily Spending Heat Map

S
M
T
W
T
F
S
1
2$12
3$45
4
5$89
6$23
7
8$156
9$34
10
11$67
12
13$234
14$45
15$12
16
17$78
18
19$145
20$56
21
22$89
23$34
24
25$167
26$23
27
28$45
29
30$312

How it works

01

Upload Statements

Import PDF bank statements from Fidelity, Bank of America, and more. Drag and drop, done.

02

Auto-Categorize

Transactions are automatically matched to merchants and categorized using 100+ intelligent rules.

03

Get Insights

Explore spending trends, income sources, portfolio performance, and recurring charges across interactive charts.

Supported Statement Formats

Bank of AmericaFidelityVenmoPayPal

PDF and CSV import supported. More banks coming soon.

Ready to take control?

Finance WithLukas is invite-only. If you have an invite code, create your account and start importing your financial data today.

Sign In or Register