Or press Enter to choose files. CSV works offline. PDF text is read with the local PDF.js copy.
Start with a statement, or load sample transactions to click through the dashboard.
The selected year, then its months, newest first. Choose a month to update the figures for that month.
Click a category to filter the list. Add your own with a name and an icon.
Merchants with purchases in two or more months of this view.
Set a monthly limit for a spending category.
Record money you have set aside. This is your own tally, not a bank balance, so it stays as you entered it when you change the month.
Estimates, not actuals.
Import a bank CSV or statement PDF, see where the money went, and fix categories. Files are read in the browser and saved in local storage.
This changes the symbol and how digits are grouped. Amounts are not converted.
Used on screen and when a statement date is numeric, such as 01/05/2026. A year-month-day date in a file stays unambiguous. If the chosen order is not a real date, the other order is used.
Day 1 is a calendar month. A later day groups spending from that day through the day before it next month, so a payday can start the month. February 29 is not used as a start day.
Export CSV keeps the columns Date, Description, Merchant, Category, and Amount. Amount stays a signed number so the file can be imported again. Clear data removes transactions, category choices, your categories, budgets, and goals. These display preferences stay on this device.