# Bank statement importer & spending dashboard — no upload

> Import a bank statement (CSV/PDF) and get a spending dashboard with categories and trends, all in your browser. No upload — your transactions stay on your device.

Import a bank or card statement and get a spending dashboard — categories, totals, and trends — built entirely in your browser. Your transactions never leave the device, and this is informational, not financial advice.

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.

## How to

1. **Import a statement.** Add a CSV or PDF statement export.
2. **Review categories.** Transactions are grouped so you can see where money goes.
3. **Explore.** Read the dashboard of totals and trends over time.

## FAQ

### 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 builder](https://www.safepaper.app/finance/budget-builder)
- [Cash-flow forecast](https://www.safepaper.app/finance/cash-flow)
- [Statement redactor](https://www.safepaper.app/finance/statement-redactor)
- [Subscriptions](https://www.safepaper.app/finance/subscription-tracker)

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Canonical HTML: https://www.safepaper.app/finance/statement-import
Markdown: https://www.safepaper.app/finance/statement-import.md

There is no upload endpoint — your files are processed in this browser tab. Open your network tab and check.