Spreadsheets give you full control but eat your time. Budgeting apps automate things but hide you behind rigid workflows. OpBoard gives you both.
Import CSV. Set keyword rules like "Costco" → Groceries — every import will auto-categorizes. AI suggests keywords too, but you decide what stays.
Vendor-level breakdowns, category budgets, and charts — all on one page you fully control. Edit anything inline. No formulas. No maintenance.
Free beta — no credit card. Use code OPBETA-PH-50 at signup.
