Monthly Report

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Cards & Banks

Add your cards and accounts as payment options.

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      Clear Data

      Choose what to clear. This cannot be undone.

      ⚙ Settings

      Display
      Month notes
      Show the note input above summary cards
      Spending trends
      Show vs-last-month trend arrows on cards
      Currency symbol
      Display only — amounts are not converted
      Notifications
      XP toast popups
      Show XP earned notifications
      Data
      Print / export PDF
      Print the current view to PDF
      Clear data
      Delete transactions by month, year, or everything
      Delete my account
      Permanently deletes your account and all associated data from our servers. This cannot be undone.

      Budget Limits

      Set monthly spending caps per category.

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        Achievements

        Monthly Wrapped ✨

        🔥 Financial Roast
        No cap, just facts
        LightWork Pro
        $3.99
        per month — cancel anytime
        ✦AI Import — upload any bank statement (PDF, screenshot, CSV) and Claude reads and categorizes everything for you
        ✦Unlimited history — free tier keeps 3 months. Pro keeps every month, forever
        ✦Net Worth tracker — assets, liabilities, history snapshots, and net worth over time
        ✦Monthly Wrapped share card — generate and share your spending personality card
        ✦Daily Roast Me — free tier is once a week. Pro gets roasted every day (if you dare)
        ✦Year at a Glance — full 12-month overview table with click-to-navigate
        Cancel anytime. No hidden fees.

        Import Transactions

        Upload a bank statement. Claude reads it, cleans merchant names, and categorizes everything.

        📄
        Drop your statement here or click to browse
        PDF, PNG, JPG, or CSV — Chase, Amex, Capital One and most banks
        💜
        lightwork
        Finance
        Your financial glow-up,
        actually made fun
        Budgeting shouldn't be hard — it should be light work.
        Takes about 2 minutes to set up
        Step 1 of 4
        💱
        What currency do you use?
        This is display only — we'll show your symbol everywhere. You can change it anytime in settings.
        Step 2 of 4
        What's your main goal?
        We'll personalise your experience around this — roasts, insights, and badges will all reflect your goal.
        💰
        Save more
        Build that cushion
        📉
        Pay off debt
        Get out from under it
        📈
        Build wealth
        Invest and compound
        🔍
        Know my spending
        Awareness first
        Step 3 of 4
        Log your first income
        What did you last get paid? You'll earn +50 XP bonus for this one.
        $
        Step 4 of 4
        🧠
        Learn while you earn
        Play 4 daily finance games, build streaks, and earn XP. Complete all 4 in a day for a +50 XP streak bonus. Tap the 🧠 button anytime to play.
        🧠 Finance Trivia
        🎯 Guess the Spend
        📊 Swipe or Spike
        ✅ True or False

        ⬛ Dev Tools test mode

        Transaction Data
        Roast Cooldown
        XP & Streaks
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        Learn
        Daily games

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