Everything you need to stay in control
Simple tools that actually fit how you manage money - no manual typing, no spreadsheet hell.
One-click CSV import
Drop any bank CSV or Excel export. Free: auto-detect major formats and categorize with rules. Premium: AI maps unknown layouts and finishes categorization.
AI that learns you
Premium AI reads merchant names and fixes categories. The more you correct, the smarter it gets.
Month, year & custom periods
Plus: switch between this month, last 90 days, or any range — dashboard and exports follow.
Safe to spend
Set a monthly limit and see how much you can still spend today without blowing the budget.
Subscription radar
Plus: spot recurring charges, flag stale payments, and see renewal estimates.
Ask your finance coach
Premium: ask “Can I afford this?” or “Why did Food spike?” - answers use your real data.
Smart alerts
Premium: get notified when you exceed a category limit or a large charge hits your account.
Export anytime
Download filtered transactions as CSV for your accountant or tax prep.
Up and running in 3 steps
Export & upload CSV
Download history from any bank as CSV or Excel. Upload once - we handle the rest.
Review & set limits
Fix any categories, set monthly spending cap and per-category budgets in Settings.
Act on insights
See trends, safe-to-spend, AI reports, and alerts — then actually change your habits.