Drop your statement. Get your budget rows.
The reader sorts every transaction into your Statement Budget categories, spots transfers between your own accounts, and flags the few it can't be sure about.
Drop your statement here
Or several files at once: your checking account and your credit card, or up to 6 screenshots.
PDFCSVOFX / QFXScreenshots
We never store your statement. In PDF, CSV and OFX files, account and card numbers of 8 digits or more are cut to their last four digits in your browser before anything is sent. Screenshots and scanned PDFs go as images, so crop out what you'd rather not share. The file is sent once to our AI provider, Anthropic, which doesn't train on it and deletes it within 30 days.
- Download a statementFrom your bank's website or app, as CSV or PDF.
- Drop it hereEvery line gets a category in about a minute.
- Paste into your sheetCopy the rows, then paste them in the Transactions tab.
How do I get my statement?
- Sign in to your bank on a computer, open the account, and look for Statements, Download or Export transactions.
- CSV is the best choice when it's offered. Some banks call it "Spreadsheet" or "Excel (CSV)". OFX, QFX and "Quicken" files work too.
- A PDF statement works just as well, including multi-page ones.
- On your phone, screenshots of your banking app work. Take a few while you scroll and drop them all together; overlapping rows are counted once.
- Excel files (.xlsx): open the file and save it as CSV first.