CSV IN. CATEGORIES OUT.
Upload your CSVs. We do the sorting.
Get categorized transactions and suggested monthly I&E amounts automatically. Review what needs attention. Chase and American Express exports work best.
Drag & drop your CSV files here
or use the button below to browse your computer
We'll automatically detect which years are in your files and let you switch between them on the next screen.
Need details beyond your statements? Optional full declaration worksheet →