Everything you need to manage your finances in one place
No need to link sensitive bank accounts. Import transactions from files or add them manually, then analyze your spending patterns with our comprehensive dashboard and visualization tools.
Easily import your financial data from any CSV or Excel file with our flexible column mapping system. Match your bank's export format to Spendex fields in seconds, ensuring a seamless transition without data loss.
Automatically assign merchants and categories to transactions by matching transaction descriptions with predefined keywords. Simplify categorization and save time with accurate, keyword-driven automation.
Create a personalized financial organization system with fully customizable categories and subcategories. Tailor Spendex to match your unique spending habits and financial goals.