Features Overview¶

Bamboo Money ships with 12+ features across budgeting, tracking, visualization, and AI assistance.

Financial Core¶

• Dashboard — Summary cards, spending donut, trends chart, budget progress bars
• Budgets & Rollover — Zero-based monthly budgets with automatic rollover
• Transactions — Full CRUD, search, filtering, and pagination
• Net Worth Tracker — 34+ accounts, 5 groups, 8 metrics, historical charts
• Savings Goals — Visual progress bars with target dates and amounts

Import & Export¶

• CSV Import & Export — Auto-detect 10+ bank formats, smart dedup
• Excel Export — Formatted .xlsx with 3 tabs (Dashboard, Tracker, Charts)

Visualizations¶

• Sankey Cash Flow — D3.js income flow diagram with month navigation
• Dark Mode & i18n — Full dark theme + English/Spanish translations

Intelligence¶

• AI Chatbot — GPT-4o-mini with inline charts, tables, and suggestions
• Recurring Detection — Auto-detect subscriptions
• Categorization Rules — Pattern-based auto-categorization