WealthPath
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Educational planning only. Not licensed financial, investment, tax, legal, pension, insurance or accounting advice.

Today · Your financial command centre
Demo workspaceAO

Demo data import

Understand spending without surrendering context.

Upload a small CSV statement. Descriptions are masked and categorized; the entire import can be deleted.

Upload transaction CSV

Maximum 2 MB and 5,000 rows. Required columns: date, description, amount. Optional: direction.

Import safeguards

  • ✓ File type and size validation
  • ✓ Spreadsheet-formula characters sanitized
  • ✓ Transaction descriptions masked
  • ✓ Per-user ownership checks
  • ✓ Import-level deletion
  • ✓ Consent and deletion audit trail