Your statements, together.
Add CSV or XLSX files from your bank. Match the columns and review the results before adding a single transaction.
Open your workspace ↗
PERSONAL FINANCE, ON YOUR TERMS
Know where
Know where
your money goes.
Your statements, spending, and shared expenses—organized around how you actually use your money.
CSV + XLSX · Custom categories · Shared
expenses
REPORTS YOU CAN MAKE YOUR OWN
The big picture.
The big picture.
With nothing out of reach.
Line, bar, or pie. Weekly or monthly. Choose a view that answers your question, then inspect the transactions behind it.
01 Flexible reports02 Editable categories03 Reimbursement history
THREE STEPS TO YOUR FULL PICTURE
Add. Review. Understand.
Give the details context.
Apply your categories, split a mixed purchase, and record who owes what. Saved defaults handle the familiar details.
See a split purchase ↓Find your next move.
Follow spending over time, compare categories, and see what’s still owed to you. Keep the full picture in your app.
Explore reports ↗
WHY THE DETAILS MATTER
A clear picture matters.
of U.S. adults faced a major unexpected expense in the past year.
of adults ages 18–29 received help from outside their household to pay an expense.
of U.S. adults would cover a $400 emergency expense with cash or its equivalent.
U.S. financial context · Source: Federal Reserve, 2025 Survey of Household Economics and Decisionmaking, published May 2026 ↗
BUILT AROUND YOUR LIFE
Everyday spending.
Everyday spending.
Without the guesswork.
You don’t need a new habit every day. Bring your records together when it works for you, tidy up what needs attention, and see how your choices add up.
- Cash expenses belong in the picture, too.
- Shared purchases stay separate from your own share.
- Categories work the way you think about money.
A STORE NAME IS ONLY THE START
One receipt.
One receipt.
More than one story.
A $100 Walmart trip can be groceries, gifts, or both. Decide what it means to you, without losing track of the original purchase.
Track repayments alongside the expense, so money paid out and money received stay connected.
✳ Walmart$100.00
Example transaction
Your categories ↓
Groceries$50.00
Gifts$50.00
Both categories add up to the original $100.
You stay in control ↓
Your merchant rule comes first, followed by the category in your file and your fallback. Review and change the result whenever needed.
Explore transaction details ↗
SIMPLE BY DESIGN. PRICING INCLUDED.
Start free.
Start free.
Let statements do the work for $1.
The same clear picture. Choose how you bring your records in.
$0 / month
Build your picture, one expense or a whole list at a time.
- Single and multi-row transaction entry
- Your own categories and purchase splits
- Reports and reimbursement tracking
$1 / month
Bring your bank’s transaction files straight into your workspace.
- Everything in Personal
- CSV and XLSX statement uploads
- Column mapping, previews, and duplicate checks