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Bank Statement Import
Import CSV, Excel, or PDF statements from USAA, Chase, Schwab, Fidelity, GTBank, Equity Bank, Capitec, FNB, German banks, Polish banks and 30+ more globally. Auto-categorizes every transaction on import.
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Brand Logo Recognition
Automatically matches 500+ global brands from your statement descriptions McDonald's, Lidl, Netflix, Kaufland, Amazon and more and displays their logo next to each transaction.
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Live Investment Tracker
Stocks, ETFs, crypto, TSP, bonds and more prices refresh every 30 seconds. Import holdings directly from Webull, Fidelity, Schwab, Robinhood and 20+ brokerages.
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Smart Dashboard
Current month income, expenses, and savings. Clickable expense breakdown donut tap any category to see those transactions. Monthly bar chart with hover tooltips and 12-month history.
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Salary Planner
Add multiple income sources like your job, side hustles, and freelance work. Enter any pay frequency and see weekly, monthly, and annual equivalents automatically.
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Multiple Savings Goals
Set unlimited goals vacation, emergency fund, new car. Confetti and a congratulations banner drop when you hit 100%.
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30+ Live Currencies
Exchange rates auto-refresh every 15 minutes. Log transactions in any currency everything converts to your base automatically. Tap ↻ Refresh for instant live rates.
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Duplicate Detection
Import the same statement twice? The app detects duplicates automatically and skips them your numbers stay accurate no matter how many times you import.
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CSV Export
Download all your transactions as a clean CSV file. Perfect for accountants, tax records, or your own spreadsheet analysis.
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Install as App (PWA)
Add to your phone or desktop home screen and use it like a native app. Works offline. No App Store needed.
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Dark & Light Mode
Sleek dark theme by default. Switch to a warm parchment light mode that's easy on the eyes your preference saves automatically.
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Keyboard Shortcuts
Press Enter to submit any form add transactions, save goals, add holdings, add income sources. Built for speed.