💡 Tip: Try uploading a sample CSV to see the full experience. Download a real statement from your bank to get started.
Features
Multi-Bank CSV Import
Supports 11+ banks including Chase, Bank of America, Capital One, Discover, Schwab, Citi, Mint, YNAB, and more.
Chase
Bank of America
Capital One
Discover
Schwab
Citi
Mint
YNAB
AmEx
Wells Fargo
Smart Categorization
Automatic category detection with override rules. Teach the app how you categorize spending.
Auto-categorization
Custom rules
Merchant mapping
Save preferences
Rich Visualizations
See where your money goes with interactive charts and powerful filters.
Donut chart breakdown
Cash flow bars
Multi-year filtering
Drill-down insights
Data Export & Privacy
Download and export your data in standard formats. Complete control.
CSV export (re-uploadable)
PDF dashboard
No accounts needed
No tracking