Paste your bank statement – every line sorted into categories automatically, with monthly spending, budgets and where the money goes
Secure checkout. Your file is ready in your client portal as soon as payment clears.
Most banks let you download a statement as a CSV file. Paste it in and this workbook sorts every line into a category, adds it up month by month and compares it with your budget – no typing in transactions.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Your pasted bank lines with the category found for each. What you do: paste your statement.
Step 2
The words that decide each category. What you do: add rules for your regular payees.
Step 3
Spending by category, month by month, against budget. What you do: nothing to enter.
Step 4
Who it is for
Quick start
Your file is only released to your client portal once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.
We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
Visit AML Accountancy Solutions
