Statements
Import CSV/Excel, OFX, QIF, CAMT.053, or MT940 statements, categorize, dedupe, and chart spending — locally.
There is no upload endpoint — your files are processed in this browser tab. Open your network tab and check. See how it stays private.
How to analyze a bank statement
- Import a statement. Add a CSV or PDF statement export.
- Review categories. Transactions are grouped so you can see where money goes.
- Explore. Read the dashboard of totals and trends over time.
Understanding your spending usually means uploading statements to a budgeting app and trusting it with your entire financial history. Doing the analysis locally gives you the same dashboard — categories, totals, trends — without that exposure.
From here, build a plan with the Budget builder, forecast ahead with the Cash-flow forecaster, and if you need to share a statement, mask it first with the Statement redactor.
Frequently asked questions
What files can I import?
CSV exports from your bank and text-based PDF statements; the transactions are parsed into a table you can categorize and chart.
Is my banking data uploaded?
No. Parsing and analysis run in your browser, so your statement — the most sensitive file most people have — never leaves the device.
Is this financial advice?
No. It summarizes your own spending; any budgeting decisions are yours. It doesn't send data to or from any institution.
Related tools
- Budget builderBuild an envelope / zero-based budget and compare planned vs. actual spending.
- Cash-flow forecastForecast your running balance from recurring income and bills over the coming months.
- Statement redactorMask account numbers and IDs in statements before sharing — detection runs locally.
- SubscriptionsList recurring subscriptions and see normalized monthly and annual totals.