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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

Categories

Income and expense categories used across transactions

Financial Reports

Professional PDF reports with charts and executive summaries · Simple Excel exports · Available per report or fully consolidated

Filter Period

Audit Log

User Management

Registered Users