The whole picture
See your accounts, dated statement balances and missing months in one place. Know which records support each number.
YOUR MONEY. A CLEARER DIRECTION.
Know what you have, what you owe, and where your money goes. Email alerts and bank statements, together in one clear view.
LESS FRICTION. MORE PERSPECTIVE.
Bring in bank statements and email alerts. Review transactions, see current recorded balances, and understand your spending.
THE EVERYDAY ESSENTIALS
See your accounts, dated statement balances and missing months in one place. Know which records support each number.
Explore complete months, spending categories and the people you pay. Open the original PDF when a transaction needs a closer look.
Add notes, people and tags to your transactions. Ask questions and find the details behind your spending.
Import original PDFs and connected email statements. Repeated sources are checked, uncertain rows stay in review, and your decisions improve the next import.
PERSONAL MEANS PERSONAL
Your financial records stay in your signed-in workspace. Original statements remain available for review, and your corrections stay attached to each transaction.
A FRESH PAGE
Bring your statements. Get a clear view of your balances and spending.
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