How it works
1
Upload your PDF statement
Go to Import and drop your bank PDF directly — no Python script needed. CSV export files also work.
2
Transactions extracted automatically
The app reads the PDF text in your browser, detects dates, amounts and Cr/Dr markers, and categorises everything.
3
Review and edit
Fix any mis-read transactions, change categories, add missing entries. All data saved locally in your browser.
4
Analyse and export
View spending breakdown, set budgets, then export a clean CSV for records.
📂
Drop PDF or CSV bank statements here
PDF statements parsed directly in browser · CSV also supported · Multiple files at once
All transactions
0 selected
New transaction
📂
Import a CSV or try demo data to see transactions.
All time
🏆 Top category
Monthly spending trend
No data yet.
Spending by category
📊
Import a CSV to see breakdown.
Category chart
All time
🎯 Click any category to view its transactions. Edit the limit field to set your monthly budget.
Monthly budgets
🎯
Import a CSV to set up budgets.
Manage categories — add custom ones, edit colours and icons, delete unused ones.
New category
Pick an icon
Or type one:
Saved PDF passwords
When importing a PDF, these passwords are tried automatically in order. If none work, you'll be prompted to enter one manually.
Common formats: Date of birth (DDMMYYYY), PAN number, mobile number.
🔐
No saved passwords yet.
Custom categorisation rules
Rules are checked before built-in keywords. Use plain text (e.g. AMAZPAY) or regex (e.g. UPI.*GROCERY). Rules apply to all future imports and can re-categorise existing transactions.
🏷️
No custom rules yet.
Backup & restore
Your data lives only in this browser. Export a backup file to keep it safe or move it to another device or browser. The backup is a plain JSON file — it never leaves your device unless you share it.
Danger zone
Reset all settings — removes saved passwords, custom rules and custom categories. Transactions are kept.
Clear all transactions, budgets and import history. Settings (passwords, rules, categories) are kept.