Question 1

Is my financial data safe?

Accepted Answer

Your transactions are processed in real-time and immediately discarded after categorization. We send transaction descriptions and amounts to Anthropic's Claude AI for categorization, but nothing is stored in our database.

Question 2

Which banks are supported?

Accepted Answer

We support CSV exports from all major banks including Chase, Capital One, Wells Fargo, Bank of America, Citibank, Discover, and more. If your bank can export transactions to CSV format, it will work with our categorizer.

Question 3

How accurate is the categorization?

Accepted Answer

For banks with built-in categories (Chase, Capital One), we achieve 95%+ accuracy. For other banks, we achieve 85-90% accuracy. Our learning rules engine remembers your corrections and improves over time.

Question 4

How much does it cost?

Accepted Answer

It's completely free to use. No signup, no API key required. We cover the AI costs to keep the tool accessible.

Question 5

Can I export the results?

Accepted Answer

Yes! You can download your categorized transactions as a CSV file. The CSV format works with QuickBooks, Xero, Wave, Excel, Google Sheets, and most accounting and budgeting software.

Question 6

Can I split a transaction across multiple categories?

Accepted Answer

Yes! Click the split button on any transaction to divide it across multiple categories. For example, a $100 Walmart purchase can be split into $60 Groceries and $40 Shopping. The summary and charts update automatically to reflect your splits.

Question 7

Is this a Mint alternative?

Accepted Answer

Yes! If you're looking for an alternative after Mint shut down in 2024, this tool is designed for you. Unlike Mint, we don't require account linking, don't store your transactions, and don't sell your information to third parties.

Manage Categories

Create New Category

Your Custom Categories (0/20)

Default Categories (18)