How it works
- Export CSV statements from your bank, cards, and Amazon.
- Drop them in. New formats are detected and remembered.
- Confirm categories as the app suggests them. Your report fills in.
What it does
Any bank, any card
Drop in CSV exports. Wells Fargo, American Express, and Amazon order history work out of the box. For anything else, confirm the columns once and that format is recognized from then on.
Learns your categories
Suggestions come from a model trained only on the categories you confirm, so they follow how you think about money. Accept a whole page of them in one click.
Counts every dollar once
Paying your card from checking is a transfer. An Amazon charge whose items you imported is a duplicate. Money a friend paid back is reimbursed. None of it inflates your spending.
The spreadsheet, built for you
Categories down the side, months across the top, for any date range. Click a cell to see the purchases behind it.
Re-import without worry
Overlapping statements are fine. Purchases you already have are skipped automatically.
No bank passwords
You download statements yourself, so the app never signs in to your accounts. Delete everything at any time.
Pricing
Free for up to 1,000 purchases imported a year. Unlimited for $2.99 a month or $19.99 a year.