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FORGE
Est. 2026
⚾ Demo Mode
Loads 4 years of synthetic Pittsburgh family data. Demo data is stored separately — importing real files never touches it.
Import Data
Drop any Quicken export — transactions, net worth, or investment performance — any date range, any size
No data loaded · import your Quicken files to begin
📂
Drop files or click to browse
Quicken CSV · QIF · QFX · OFX · multiple files at once
File Structure Preview
How Forge handles imports
Cumulative, deduplicated, longitudinal — every upload adds to your history without gaps or overlaps
✓ Append, never replace. Each upload adds new transactions to your existing history.
Upload a full 3-year export, a single month, or yesterday's transactions — Forge merges everything correctly. ✓ Automatic deduplication. Every transaction is fingerprinted by date · payee · amount · account.
Exact duplicates from overlapping export date ranges are silently skipped. Near-duplicates (same date + amount across different accounts) are flagged in Validation for your review. ✓ Transfer exclusion. CC payments, account-to-account moves, and any category using Quicken bracket syntax [AccountName] are excluded from income/expense totals — counted once at the point of purchase, never at payment. ✓ Three report types accepted simultaneously. Drop a transaction CSV, a Net Worth snapshot, and an Investment Performance export all at once. Each is parsed correctly and routed to the right place. ✓ Settings survive imports. CC billing cycles, budget targets, and non-recurring flags are stored separately and never overwritten by a data import.
Quicken export paths
Transactions
Reports → Banking → Transaction
Set date range → Export to CSV
Include all accounts for full picture Format: Date, Account, Payee, Amount...
Balance Sheet / Net Worth
Reports → Net Worth & Balances → Net Worth
Set date to today → Export to CSV
Gives true market values for 401k, 529s Format: Account, Balance (snapshot)
Investment Performance
Reports → Investing → Investment Performance
Set date range → Export to CSV
Shows cost basis vs market value Format: Security, Account, Value, Return...
Detail CSV exports — import these to unmask lump-sum charges into item-level categories
🛒 Amazon Order History
Amazon removed its built-in CSV export for personal accounts in 2023. Two working methods remain.
Method A — Free Chrome extension (recommended)
1. In Chrome, search “Amazon Order History Reporter” in the Chrome Web Store and install it (by Philip Mulcahy — free, open source)
2. Go to amazon.com → Your Account → Your Orders
3. Click the extension icon (orange A) in your browser toolbar
4. Select the year(s) to export
5. Click Download Items CSV (not Orders CSV — Items has per-item detail)
6. Drop the .csv here
Method B — Amazon Privacy Central (no extension needed)
1. Go to amazon.com/hz/privacy-central
2. Click Request Your Information → select Your Orders
3. Submit → click the confirmation link in the first email Amazon sends
4. Wait for a second email with your download link (can take 6–36 hours)
5. Download the ZIP → unzip → find the Retail.OrderHistory.1/ folder
6. Drop the .csv inside that folder here
ⓘ Forge reads columns: Order Date, Title, Category, ASIN, Total Charged. Each item becomes its own transaction, keyword-categorized into Forge buckets.
🍎 Apple Card Statement
Wallet app on iPhone
1. Open Wallet app → tap your Apple Card
2. Tap the three dots (⋯) → Statements
3. Select any month or scroll to the full year view
4. Tap Export Transactions (CSV format)
5. AirDrop or email the file to your computer
6. Drop the .csv file here
ⓘ Apple Card payments (the monthly payoff) are automatically excluded. Only purchases appear. Overlapping date ranges are deduplicated.
Cloud Sync
Push after importing on desktop. Pull on any device to load the latest data.
Monthly Position
Cash basis · operating accounts only · transfers excluded
Income vs Expenses — Monthly
Annual Waterfall
Categories
Where your money goes
Spending Distribution
Category Breakdown
All Categories
Category
Avg/Month
Total
% of Spend
Transactions
🔍· transactions only
Date
Payee
Category
Account
Amount
Type
Credit Cards
What's accumulating on each card · when you'll need cash · how to prepare
Net Worth
Assets, Liabilities & Net Worth · balances from Quicken register · flagged items need attention
Compare to:
Budget vs. Actual
Monthly targets, trailing run rate, and where you stand right now
Income Statement
Accrual basis · income when earned · expenses when incurred · CFP-accurate
Choose a view
▮
Budget Pressure Bar
Deployable income vs. fixed + variable spend. The primary at-a-glance view.
▦
Stacked Bar Trend
Fixed vs. variable spending across months. Best for spotting overall spend spikes.
⊞
Small Multiples
One sparkline per category. Best for seeing which buckets are creeping up.
▩
Proportion Chart
Share of wallet by category this month. Best for composition understanding.
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Month:Sort:
Verify Numbers
Trace any number from Quicken to every view in Forge · select a month to verify
How to Fix Discrepancies
Follow these steps when the Reconcile page shows ⚠ discrepancy
① Wrong Month — Transaction in Quicken on wrong date
In Quicken, find the transaction and correct its date. Re-export CSV and reimport. Common cause: credit card statement date vs purchase date mismatch.
② Missing Category — Transaction shows as Inferred or Uncategorized
In Quicken, assign the correct category to the transaction. Re-export and reimport. Check the Account Hierarchy page for gray "Inferred" badges — those are the transactions needing categories.
③ CC Payment Counted Twice — Payment and charges both appearing
If a credit card payment is showing as an expense AND the individual charges are also showing, the payment isn't being detected as a transfer. In Quicken, categorize the payment as "Credit Card Payment" or use bracket notation [Card Account Name]. Re-export and reimport.
④ Apple Card Detail Missing — Payment showing as expense
Forge only treats Apple Card payments as transfers when Apple Card detail CSV is imported for that month. Go to Wallet app → Apple Card → Download Statements → Export CSV. Name the file apple_card_YYYY_MM.csv and reimport alongside your Quicken export.
⑤ CC Credit / Return Counted as Income
Forge automatically excludes CC credits from income and routes them as expense offsets. If a return is still showing as income, check its Quicken category — it may be tagged as "Other Income". Re-categorize it in Quicken to match the original expense category and reimport.
⑥ Split Transaction Mis-Mapped
If a Quicken --Split-- transaction is landing in the wrong bucket, Forge is inferring the payee incorrectly. Check the Account Hierarchy page, find the Split badge rows, and verify the payee name. You can also assign explicit Quicken categories to each split leg in Quicken to override the inference.
After Any Fix in Quicken
1. Re-export the full CSV from Quicken (All Dates) 2. Drop the new export onto the Import page 3. Click Push to Cloud 4. Re-open Reconcile and verify ✓ reconciled appears