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WDBTA

WDBTA FinanceVision

Financial Management System

WDBTAWDBTA FinanceVision
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Overview
Income vs Expenses
Expense Categories
Running Balance
Recent Transactions
DateDescriptionPayer/PayeeCategoryProjectTypeAmountBalance
ℹ Upload a Chase Business CSV export. Transactions are auto-categorized and payer/payee automatically detected.
Upload Chase Statement (CSV)
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Click or drag & drop

Chase Business Activity export (.csv)

Projects

Each project automatically gets a linked budget

Budgets

Plan, track and analyze budget execution in real time

Contacts

Payers and payees linked to transactions

Financial Reports

Generate professional reports with WDBTA letterhead · Print as PDF or export CSV

Filter Period

Audit Log

User Management

Registered Users