Upload the file
A screenshot from your banking app, a PDF statement or a CSV export — whatever you already have.
Statement imports
Upload it, label it once, and let the tool learn.
Upload a screenshot, a PDF statement, or a CSV from your bank. Label the first set of transactions and any that weren't matched, and the tool learns along the way what transactions belong where.
- Screenshots, PDF statements, CSV files and PayPal exports all welcome.
- We're always watching for duplicates so you never double dip.
- You always have the final say, so you're never locked in if we make a bad guess.
Review before saving
Sep 12Corner MarketGroceries$54.28
Sep 11Transit PassTransport$82.50
Sep 10Corner MarketPossible duplicate$54.28
We never record your account information, and we delete all statements, screenshots and CSVs as soon as the transactions are recorded. Importing is something you do yourself — there's no live bank feed and we never ask for your bank login.
How it works
Label the first batch
Check the rows, fix a description, and tell it which envelope each one comes out of.
Let it take over
Next time it sorts the familiar ones for you and flags anything that looks like a duplicate.
Keep exploring
Give every dollar a job.
Free features for life, premium features only if you want them. Start with two accounts and eight envelopes.