The active month starts blank — it stays empty until you Upload a statement, type a balance, or click ↺ Fill. Tip: drag a PDF onto an account's row to upload it there, or drop one or many anywhere on the page to auto-file each by the account number on the statement. Once a statement is uploaded, a 📎 shows in that month's box — click it to open the PDF in a new tab. Accounts are grouped Banks → institution → (Westbury Bank) Checking / Insured Sweep, then Brokerages and Credit Cards — every group line shows its per-month total. Click any group name to collapse or expand it (its total stays on the line), or use ⊕ Expand all / ⊖ Collapse all up top. A back-dated upload (an older month) appears under the ▸ earlier months toggle on the left — click to reveal those columns. Uploading a prior month never touches the months you've already done. A balance shows red once entered and turns green when you click Verify. Current → shows the cash-tab (cash category) balance, so it matches the Cash Hub; ↺ Fill fills a box with it and ↗ Cash tab opens the Cash Hub. Added something by mistake? ✕ Reset clears that month's entry (typed balance / uploaded statement / verify) and reverts the cell to the auto number — hover any prior-month statement cell for its own ✕.