Statements on file
0
drop monthly exports below — auto-marks used credits

Upload monthly statements

Accepts CSV, XLSX, or PDF. Detected card auto-applies; override below if needed. Drag multiple files at once.

What happens when I upload?
  1. Each file is parsed for transactions (date / merchant / amount).
  2. Merchant names are matched against benefit keywords (Uber, Walmart+, FedEx, Adobe, etc.) per card.
  3. Matched amounts auto-mark benefits as "used" for the right period (monthly, quarterly, etc.).
  4. Unmatched recurring patterns surface in the Recurring Charges view.

Filename hints that auto-detect card: amex_biz_plat, biz_gold, amex_personal_plat, csr/chase/reserve, citi, citi_biz.

Uploaded statements

No statements yet. Upload one above to get started.