Import a statement, keep your ledger honest
Drop in a CSV, XLS/XLSX or PDF statement from any bank or card. Rows you already imported are recognised and merged instead of duplicated, and the preview tells you what Import will do before it does it.
What it does
Sorting that learns from your corrections
A multi-stage classifier proposes a category and vendor for every row. Correct it once and it remembers, and each decision is logged with the rule and confidence behind it, so you can watch it be right before you trust it.
Receipts, scanned and reconciled
Photograph a receipt on your iPhone and its store, date and total are read on the phone. Add an AI key, or Plus, for the line items and categories. Each receipt is matched to the bank line that paid for it, and receipts whose items don’t add up are flagged.
Transfers and refunds cancel out
Money moving between your own accounts is not spending. Transfers, credit-card payments and vendor refunds are detected and paired, so your totals show what you actually spent.
Forecasts you can interrogate
Recurring bills, installment-based annual obligations, salary forecasting and a balance timeline, with the arithmetic shown, so a projection never quietly contradicts the number beside it.
Categories that grow with you
Describe what you want to track and the AI suggests a name and where it belongs. Archive what you no longer use, and let the AI re-sort items when a category goes away, with every move listed and undoable.
Built for a household
Each phone belongs to someone in the household, cards are attributed to the right cardmember, and receipts stay in sync between everyone’s devices. Tag trips and projects as events to see what they cost.
Other currencies, and your data out
A receipt in another currency is shown in Canadian dollars at the Bank of Canada’s rate for that day. “Export everything” saves your receipts, expenses and income as spreadsheets, plus every receipt picture, straight to your disk.