Import, categorize, reconcile
Numbers you can trust, because you put them there.
Bring transactions in from CSV or PDF statements, categorize them fast, and reconcile against your real account balance so everything ties out. It’s a few quiet minutes a week — and it’s why every other number in the app is one you can trust.
CSV & PDF import
Pull transactions straight from the statements your bank already gives you — no credentials handed to anyone.
Fast categorization
Sort and label transactions quickly, so the spending picture is clear without busywork.
Reconciliation
Match against the real balance and confirm everything ties out — the habit that makes the data trustworthy.
What you can do
The essentials, without the busywork — and without handing your bank credentials to anyone.
- Import from CSV and PDF statements
- Quick categorization and rules
- Reconcile against real account balances
- Catch duplicates and gaps before they spread
Start with one honest number.
Add your first account in minutes and watch your net worth come into focus. Free to start, no card required.
Prefer to look around first? The demo needs no sign-up.