deductions
Swipe an income right to reveal Edit and Delete.
Monthly history & backup
Select any month above to view or edit its saved snapshot. Creating a new month copies expense names, amounts and inclusion settings from the preceding month, but resets all Paid switches.
Data is stored locally in this browser. Clearing browser data, switching devices, or private browsing can remove it. Export backups regularly. Import replaces all saved months.
deductions
Swipe right on a deduction to edit or delete it. Paid can be changed at any time, without waiting for a statement.
Bank statement analysis
This section is independent of Manual. Upload a Nedbank CSV and choose which suggestions belong in Automatic.
Import Nedbank CSV
Your statement is processed in this browser. It is not uploaded to a server or added to your budget.
Choose a CSV file exported from Nedbank to begin.
Statement summary
Amounts are classified using the statement's debit/credit columns or transaction signs. Please verify against your statement.
Possible recurring transactions
Suggestions require transactions in at least two different months. Review carefully: similar names do not guarantee a subscription or debit order.
Transactions
Possible payment matches
These are suggestions only. Confirm each match to mark an Automatic expense Paid or income Received for the transaction month. Manual is never affected.
Automatic budget data
Manage only the Automatic budget. Manual's data and backups are separate.
Automatic backups include its income, expenses, recurring settings, and Paid/Received statuses. Imported CSV transactions are not stored.
About this first importer
Supports common CSV formats with transaction date, description and signed amount, or separate debit and credit columns. PDFs and password-protected statements are not supported yet.
Choose Add to Automatic on a recurring suggestion. Automatic and Manual budgets are independent.