Getting started

Import your first bank statement

Open Tools → Import Wizard from the sidebar (or Connect bank on the Dashboard). Drop an OFX, QFX, CSV or PDF file. Transactions import instantly, duplicates are skipped, and your dashboard updates.

More: Knowledge Base · Documentation

Your finances, as a smart spreadsheet.

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.

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