Categorize your
bank statements.
Understand your spending across every bank account.
Three easy steps.
Only takes 1-2 minutes!
Export from your bank
Find your bank statement downloads page and export the data as a CSV file.
Drop the file in
Upload it and we'll automatically extract and categorize the data.
Read it like a budget
Track your spending in the dashboard, and export the categorized spreadsheet anytime.
Explore the features
Autocategorization
Skip the manual tagging so you can spend time understanding your money.
Export anywhere
Export a CSV, Google Sheets, or Excel whenever you want.
Supports all major banks
Chase, Citi, Wells Fargo, Amex, Capital One, Schwab, BofA, and many more!
Multi-file, multi-account
Supports multiple files and formats in the same upload.
Categorization rules
Coming soonCreate rules that apply every time you upload a file.
Budgets
Coming soonSet a monthly cap for any category.
Your data stays private
Your CSV is encrypted in transit, sent to our LLM providers for categorization, and the categorized rows come straight back to your browser.
- No bank login, no Plaid, no OAuth
- Encrypted in transit (HTTPS) end-to-end
- Our LLM providers don't train on your data
- Your spending data is never saved in our system