Drag-drop a bank CSV. Map columns. Categorize. Confirm.
Download your bank's monthly statement as CSV. Drop it here — file stays in your browser, only the validated rows are sent to the server.
Drop CSV here or click to pick
Supports Chase, BofA, AK USA FCU, Northrim, and generic CSV exports.
For each column in your CSV, tell us what it is. Mapping saves automatically — next time the same bank format imports, this step is skipped.
Categories that match a learned vendor → category mapping are pre-filled. Categorize the rest. Uncheck rows to skip.
| Date | Vendor | Amount | Category |
|---|