Drop receipts here. Each one lands in the inbox below, then you fill in the amount and where it goes — that creates a transaction linked to the receipt.

Inbox (unprocessed receipts)

Every receipt you've captured, searchable for when the accountant calls.

Add transaction

History

Drop a PDF statement

Drop an RBC (or most bank / credit-card) PDF e-statement here. The app extracts every transaction, suggests a category for each, and drops you into the reconcile view. You confirm or correct — each correction teaches the app for next time. Nothing leaves your machine.

Or import a CSV

Prefer CSV? Export from online banking — we'll parse Date / Description / Amount (or Debit/Credit) and auto-suggest categories the same way.

Imported statements

12-month trend (current entity)

Export to CSV (current entity)

Pick a date range and download every transaction as a CSV. Use this for your accountant at tax time, or to take a snapshot before a clean-up.

Currency

Base currency is CAD. For the occasional USD receipt (AWS, Stripe, etc.) we store the CAD-equivalent using this rate. Update it when your actual bank FX drifts — most cards charge ~2.5% above mid-market.

Backup

One-click download of your entire database + every receipt file as a single .tar.gz. Stash a copy on an encrypted drive or sync it somewhere you trust. Do this before you upgrade or migrate.

Download backup (.tar.gz)

Entities

Accounts

Name each card / chequing account you import statements from. Personal Visa, business Mastercard, joint chequing — anything you want to keep separate. New statement imports require picking one.

Goals

Learned vendor rules

Every time you categorize a bank row, the app remembers the vendor → category mapping and uses it on future imports. Delete a rule here if it's wrong — it'll stop auto-suggesting that category.

Categories