Free
USD 0
No card required.
- One statement up to 30 pages or 3 receipt scans each month
- Manual records, search and export
Add a statement or receipt. Review only what needs attention, then search or export a clear month.
No card. No bank login. Your records stay yours.
Example · July 2026
Fictional recordsConfirm the category, then keep going.
Example statement
Jul 3, 2026
City Coffee Shop
Example record
City Coffee Shop
USD 18.40
Needs reviewChanges stay in this example.
Upload a statement, photograph a receipt, forward an attachment, or type a record.
Check the details that need your attention. Keep the source beside the record.
Search saved records and export the month when you need it.
Keep readable item names, quantities, and prices with the receipt.
Fictional receipt example
Neighborhood Market
| Item | Qty | Unit price | Amount |
|---|---|---|---|
| Bread 1 × USD 4.50 | 1 | USD 4.50 | USD 4.50 |
| Whole milk 1 × USD 3.90 | 1 | USD 3.90 | USD 3.90 |
| Eggs (dozen) 2 × USD 5.00 | 2 | USD 5.00 | USD 10.00 |
| Total | USD 18.40 | ||
No bank login. No lock-in. View, edit, export, or delete your saved records on every plan.
Ask Insight about saved spending. Open the records behind the answer.
Example answer
Which category was largest?
Travel was the largest category in this sample: USD 214.80.
| Date | Description | Amount |
|---|---|---|
| Jul 12, 2026 | Harbor Hotel | USD 214.80 |
Export records to CSV or Excel. Download saved source files whenever you need them.
Your exports · example
Download the four sample records. Source files are illustrated.
Try your own statement or receipt. Choose more document processing and Insight when it helps.
USD 0
No card required.
USD 19 / month
USD 39 / month