Upload

Upload statements

Add one statement or a whole year at once — PDF or CSV. Everything is read on this device; nothing is uploaded anywhere.

  1. 1 Upload
  2. 2 Extract
  3. 3 Categorize
  4. 4 Review
  5. 5 Budget
  6. 6 Dashboard
  7. 7 Save

Bank PDFs not great? Use CSV

Most banks let you download transactions as CSV (often called “Export” or “Download activity”). It's usually more accurate than a PDF.

  • • Columns are detected automatically: Date, Description, and either Amount or Debit/Credit.
  • • You'll review every row before anything is saved.

What works

  • Batch import: drop 12 monthly statements at once
  • Checking, savings and credit card statements
  • Scanned statements via on-device OCR
  • Password-protected PDFs (never stored)
  • CSV with Date / Description / Amount
  • Transfers between your accounts are linked automatically
  • Duplicates and overlapping statements are skipped