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Multi-Bank Management

All your bank accounts in one place

Manage checking, savings, and investment accounts from any bank. See combined balances, AI-categorize transactions, create custom rules and categories, import from CSV/PDF or auto-sync from 100+ banks via Wallet by BudgetBakers.

01

Complete Account Overview

See balances from all your banks in one dashboard. Track checking, savings, and investment accounts with balance history. Switch between grid, list, and compact views. Filter by account type — all, checking, or savings.

Total Balance

344 963 Kč

7 accounts
All Checking Savings
UN

Unicredit Bank

Checking

32 947 Kč

52 days ago

RA

Raiffeisenbank

Savings

273 059 Kč

52 days ago

RA

Raiffeisenbank

Checking

47 Kč

52 days ago

02

Powerful Transaction Filtering

Filter transactions by type (income, expense, transfer), category, date range, amount, tags, and specific account. Save favorite filter combinations. Search by description, merchant, or amount. Export filtered results to CSV.

All Income Expenses Transfers No transfers
Search transactions...
Date Description Category Payment Amount
9. 3.
M2-CZE-MLADA BOLESL...
Fuel Card -56 Kč
6. 3.
M2-CZE-MLADA BOLESL...
Fuel Card -33 Kč
6. 3.
🚌 M2-CZE-MLADA BOLESL...
Transit Card -62 Kč
3. 3.
🔧 OBI Mlada Boleslav...
Maintenance Card -694 Kč
2. 3.
📱 APPLE.COM/BILL-IRL...
Subscription Card -49 Kč
03

AI-Powered Categorization

Claude Sonnet 4 analyzes transaction descriptions and automatically assigns categories. Toggle between rules-only and AI-enhanced mode. Track your monthly AI usage with tier-based limits — Free (50), Premium (500), or Max (5,000) categorizations per month.

AI-Powered Categorization

Rules automatically categorize transactions based on set patterns.

Scope

Uncategorized only All transactions
Advanced AI categorization
0/5000 · Max

5 uncategorized transactions

Rules automatically categorize transactions based on set patterns.

04

Custom Categories & Classification

Create your own category groups and subcategories with emoji icons. Classify each category as fixed or variable expense, needs or wants — powering the 50/30/20 budget analysis and advanced analytics insights automatically.

Manage categories

Add group Add category
All Custom Built-in
🍽️ Food & Drinks 7 subcategories
Expense
🛒 Groceries
🍽️ Restaurants
Coffee
🍔 Fast food
🏠 Housing 9 subcategories
Expense

📊 Classification for analytics

Expense type

— Not set —

Budget type (50/30/20)

— Not set —
05

Smart Categorization Rules

Create if-then rules that automatically assign categories to matching transactions. Set conditions on description, amount, or payment type. Adjust priority (100–1,000) to control which rule fires first. System rules pre-match common merchants like McDonald's, KFC, and Burger King.

All Custom System

Custom rule

Custom · 1 condition

Active

Burger King → fast food

System · 1 condition

Active

KFC → fast food

System · 1 condition

Active

McDonald's

System · 1 condition

Active

1 BASIC INFO

Rule name

McDonald's → Fast food

Priority: 700

Low (100)High (1000)

2 Target category

Main category

🍽️ Food & Drinks

Subcategory

🍔 Fast food

3 Match conditions

AND OR
Description
contains
McDonald
06

Flexible Import & Auto-Sync

Import transactions from any bank via CSV, PDF, or raw text paste. Auto-detect bank format for Air Bank, Raiffeisenbank, and UniCredit. Or connect Wallet by BudgetBakers for automatic sync from 100+ Czech and European banks. Smart duplicate detection prevents double entries.

Import CSV

Auto format detection

Import PDF

Air Bank PDF

Sync WBB

100+ banks supported

Wallet Sync

Synchronizing

0 of 1 accounts Duration: 2s
Air Bank – checking
Waiting
Duplicate detection
Auto format detection

How it works

Three steps to complete financial overview

1

Add Your Accounts

Create checking, savings, or investment accounts from any bank. Set up savings envelopes with goals and track each one visually.

2

Import & Categorize

Upload bank statements via CSV/PDF or connect WBB for auto-sync. AI categorizes transactions automatically, or create your own rules and categories.

3

Track & Analyze

See combined balances, filter transactions by any criteria, track spending patterns, and use analytics to understand where your money goes.

Ready to see all your accounts in one place?

Stop switching between banking apps. Get the complete financial picture.

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No credit card required