Upload your transaction CSV and instantly get interactive dashboards, Sankey diagrams, and year-over-year trend analysis. 100% client-side — your data never leaves your browser.
Live at copilotplus.vercel.app
- CSV Upload — Drag and drop or browse. Parsed entirely in the browser using PapaParse.
- Overview Dashboard — Summary cards, monthly spending bar chart, category donut chart, and subcategory breakdowns. Switch between years.
- Interactive Sankey Diagram — Full-page money flow visualization (Total Spend → Categories → Subcategories). Hover to highlight flows, click any node or link to see individual transactions in a modal.
- Year-over-Year Trends — Annual spend comparison, per-category sparkline trends, YoY change table with percentage badges, and monthly overlay chart comparing recent years.
- Privacy First — Zero backend. No data is uploaded, stored, or transmitted anywhere. Everything runs in your browser.
Works out of the box with Copilot Money exports. Expected columns:
date, name, amount, status, category, parent category, excluded, tags, type, account, account mask, note, recurring
Minimum required columns are date and amount. The app will work with partial data but category breakdowns and Sankey require category and parent category.
- Vanilla HTML/CSS/JS — no build step, no framework
- D3.js + d3-sankey for the Sankey diagram
- Chart.js for bar, donut, and line charts
- PapaParse for CSV parsing
- Deployed on Vercel as a static site
# Just open in a browser — no build step needed
open index.html
# Or use any static server
npx serve .Push to main and Vercel auto-deploys. Or deploy manually:
npx vercel --prodCopilot+ is an independent, community-built project. It is not affiliated with, endorsed by, or officially connected to Copilot Money in any way. "Copilot Money" is a trademark of its respective owner.
MIT