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 statements from banks around the world or auto-sync from 100+ banks via Wallet by BudgetBakers.
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
€14,000
Unicredit Bank
Checking
€1,300
52 days ago
Raiffeisenbank
Savings
€11,000
52 days ago
Raiffeisenbank
Checking
€2
52 days ago
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.
AI-Powered Categorization
Claude analyzes transaction descriptions and automatically assigns categories. Toggle between rules-only and AI-enhanced mode. Rules are always free; AI categorization draws on your monthly AI credit, which you can check in the app at any time.
AI-Powered Categorization
Rules automatically categorize transactions based on set patterns.
Scope
5 uncategorized transactions
Rules automatically categorize transactions based on set patterns.
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
📊 Classification for analytics
Expense type
Budget type (50/30/20)
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 recognise common merchants in advance, from McDonald's to supermarket, fuel and pharmacy chains across Europe, North America and Australia.
Custom rule
Custom · 1 condition
Burger King → fast food
System · 1 condition
KFC → fast food
System · 1 condition
McDonald's
System · 1 condition
1 BASIC INFO
Rule name
Priority: 700
2 Target category
Main category
Subcategory
3 Match conditions
Flexible Import & Auto-Sync
Import transactions from any bank: CSV, PDF, Excel, SEPA XML (camt.053), MT940, OFX, QIF, national formats or pasted text. The format is recognised from the file itself — if detection is unsure, you map the columns yourself or let AI suggest the mapping. Or connect Wallet by BudgetBakers for automatic sync.
Import CSV
Auto format detection
PDF and pasted text
when the bank offers nothing else
Sync WBB
100+ banks supported
SEPA camt.053
Czechia, Slovakia, Germany, Austria, France and more
OFX / QFX
United States, United Kingdom, Canada
Manual or AI mapping
for any unrecognised file
Via AI assistant
import through Claude, ChatGPT or Gemini
Wallet Sync
Synchronizing
Statements from banks around the world
Assetli reads the export formats banks actually use: international standards, national formats, Excel and CSV from any bank. You don't have to pick your bank — the format is recognised from the file.
203
bank export formats verified
31
countries
In an automated test, every format runs through the same import as your file. A change that would read any of them worse never reaches production.
Verified banks from these countries
- Australia
- Austria
- Belgium
- Brazil
- Canada
- Czechia
- Denmark
- Finland
- France
- Germany
- Greece
- Hungary
- India
- Ireland
- Italy
- Japan
- Lithuania
- Mexico
- Netherlands
- New Zealand
- Norway
- Poland
- Portugal
- Romania
- Singapore
- Slovakia
- Spain
- Sweden
- Switzerland
- United Kingdom
- United States
International standards
- camt.053 (SEPA XML)
- MT940
- OFX / QFX / QBO
- QIF
National formats
- GPC / ABO Czechia, Slovakia
- Norma 43 Spain
- CFONB 120 France
- CBI Italy
- CODA Belgium
- Elixir Poland
Excel and PDF
XLSX, older XLS and HTML tables saved as .xls; PDFs downloaded from online banking — the table is rebuilt from where the text sits on the page. A scanned statement can be transcribed by AI if you confirm it.
CSV from any bank
Columns recognised by their content in any language: decimal comma or point, dozens of date styles, separate debit and credit columns, credit cards that show purchases as positive
Import by email
Send your bank statement to your own secret address and the transactions appear in Assetli, waiting for your approval. Download the statement (CSV, Excel, XML or any other supported format), email it and click Import — no uploading files in the app.
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Several statements in one email
Attach up to 20 statements at once. The account is suggested automatically from the account number in the file name, or from the subject “Statement – account name”.
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Nothing gets in without you
The address is secret and you can replace it at any time. Only approved senders get through, an unknown sender goes to quarantine, and nothing is imported until you approve it.
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We keep transactions, not the file
The attachment is never stored. Only the transactions you approve are saved.
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Categorized straight away
After import, your rules categorize transactions automatically; advanced AI categorization is optional.
Available in the Premium and Max plans. A PDF statement sent by email always waits for your approval — it is never imported automatically.
New message
Waiting for approval
2 statements · 38 transactions
How it works
Three steps to complete financial overview
Add Your Accounts
Create checking, savings, or investment accounts from any bank. Set up savings envelopes with goals and track each one visually.
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.
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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