Upload a credit card statement and read it as categories and totals instead of two pages of raw lines. No manual entry.
Four things, done properly, on top of the statements you already get.
Drop in a PDF statement and every line comes back as a dated transaction.
Each transaction gets a category. Correct one and the same merchant follows it next time.
Month-by-month totals and per-category breakdowns you can compare.
Charges that repeat month after month get flagged, so you can cancel the ones you forgot about.
Three steps, one statement at a time.
Pick a PDF or CSV statement
Skim the transactions and fix any category that's off
Totals, categories and recurring charges for the month
Your data is encrypted in transit and at rest
Statements are scoped to your account and never sold
Anything the parser gets wrong, you can edit
Upload last month's and see how it reads. It takes a minute.
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