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.
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
1300 €
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. Export filtered results to CSV.
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
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 pre-match common merchants like McDonald's, KFC, and Burger King.
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 via camt.053 (SEPA), OFX/QFX, CSV, PDF, or pasted text. 67 banks across 12 countries are recognised automatically — for anything else 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
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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