I’ve spent way too many Sunday nights hunched over a laptop for my family's budget. My "master spreadsheet" was great for control, but a nightmare to maintain—every bank has a different idea of what a CSV should look like, and I was tired of fixing headers and +/- signs manually just to see if we were overspending.

I built OpBoard to be the middle ground. I didn't want to give away my bank passwords to an automated app, but I wanted the spreadsheet "maintenance" to disappear.

A few things I focused on to make this actually usable:

The Importer: It’s format-agnostic. It maps and normalizes data from Chase, Amex, BoA, etc., automatically so you can just drop the file and go.

The Keyword Engine: You teach it a rule once (like "Starbucks" = Food) and it’s done. I also added an AI helper that scans your history to suggest rules for you, which saves a ton of initial setup time.

No Double-Counting: It hashes transactions so if you accidentally upload the same month twice, it just skips the duplicates.

The "Spouse Test": I made the dashboard a single, continuous view. My wife can jump in and see vendor-level detail instantly without me having to explain how a pivot table works.

It’s still in beta, and I’m really looking for feedback from fellow "Excel refugees." Are there specific charts or data pivots you’ve built for yourself that you feel are missing from most finance apps?

Happy to chat about the stack or the logic if anyone is curious!